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 117 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,634
shares
|
$359,280
0.0% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
5,512
shares
|
$351,500
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,470
shares
|
$348,821
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,423
shares
|
$345,824
0.0% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,318
shares
|
$339,128
0.01% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,300
shares
|
$337,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
5,276
shares
|
$336,450
0.12% of portfolio
|
Q1 2025
Added 34.9%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
4,970
shares
|
$316,936
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,938
shares
|
$314,896
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,450
shares
|
$283,776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,349
shares
|
$277,335
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,675
shares
|
$234,354
0.01% of portfolio
|
Q2 2025
Reduced 40.49%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,564
shares
|
$227,276
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
3,384
shares
|
$215,797
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,674
shares
|
$106,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,672
shares
|
$106,623
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,671
shares
|
$106,559
0.0% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,671
shares
|
$106,559
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,564
shares
|
$99,736
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,268
shares
|
$80,860
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,258
shares
|
$80,222
0.0% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
896
shares
|
$57,137
0.01% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
797
shares
|
$50,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
683
shares
|
$43,554
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
562
shares
|
$35,838
0.0% of portfolio
|
Q3 2024
New holding
|