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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
6,038
shares
|
$371,276
0.03% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,918
shares
|
$363,897
0.01% of portfolio
|
Q3 2024
Reduced 93.06%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
5,916
shares
|
$363,774
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,857
shares
|
$360,146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,503
shares
|
$338,379
0.0% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
5,501
shares
|
$338,256
0.0% of portfolio
|
Q3 2024
Reduced 38.32%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,352
shares
|
$329,094
0.0% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,716
shares
|
$289,986
0.0% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,563
shares
|
$219,088
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,209
shares
|
$135,831
0.0% of portfolio
|
Q3 2024
Added 47.86%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,888
shares
|
$116,093
0.0% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,664
shares
|
$102,319
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,520
shares
|
$93,464
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,467
shares
|
$90,205
0.0% of portfolio
|
Q3 2024
Reduced 29.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,172
shares
|
$72,066
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,082
shares
|
$66,532
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
896
shares
|
$55,095
0.01% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
815
shares
|
$50,114
0.0% of portfolio
|
Q3 2024
Added 81400.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
562
shares
|
$34,557
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
493
shares
|
$30,314
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
435
shares
|
$26,748
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
355
shares
|
$21,828
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
343
shares
|
$21,091
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
315
shares
|
$19,369
0.0% of portfolio
|
Q4 2023
Added 494.34%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
314
shares
|
$19,307
0.01% of portfolio
|
Q3 2024
New holding
|