Institutional Ownership J P Morgan ETF Tr U S Momentum (JMOM)
This table provides information about the institutional ownership of J P Morgan ETF Tr U S Momentum (JMOM). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
33,091
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2022
Added 54.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
28,851
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
24,978
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Added 118.8%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
20,817
shares
|
$1.28 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
19,622
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 35.55%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
18,400
shares
|
$1.13 Million
0.8% of portfolio
|
Q3 2024
Reduced 15.88%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
17,554
shares
|
$1.08 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
16,114
shares
|
$990,849
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
15,813
shares
|
$972,341
0.0% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
15,419
shares
|
$948,114
0.0% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
11,354
shares
|
$698,157
0.13% of portfolio
|
Q3 2024
Added 100.81%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
11,291
shares
|
$694,283
0.26% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
11,199
shares
|
$688,626
0.47% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,934
shares
|
$672,331
0.0% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,061
shares
|
$557,160
0.0% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
8,753
shares
|
$538,221
0.11% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,548
shares
|
$525,616
0.0% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
8,424
shares
|
$517,991
0.02% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
7,836
shares
|
$481,835
0.29% of portfolio
|
Q3 2024
Added 29.61%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,079
shares
|
$435,287
0.05% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,021
shares
|
$431,721
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,542
shares
|
$402,267
0.0% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,488
shares
|
$398,947
0.0% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,292
shares
|
$386,895
0.0% of portfolio
|
Q3 2024
Reduced 44.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
6,175
shares
|
$379,700
0.02% of portfolio
|
Q4 2024
Added 47.02%
|