Purchases and Sales Made in Q3 2023 in 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) during Q3 2023. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR U S MOMENTUM.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
521KNew |
$21.3M - $22.7M
|
521K
$31.2M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 173.26% |
$4.98M - $5.32M
|
193K
$11.5M
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
115K+ 1152.48% |
$4.7M - $5.02M
|
125K
$7.49M
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
115KNew |
$4.68M - $5M
|
115K
$6.88M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
98.6K+ 61.64% |
$4.02M - $4.3M
|
259K
$15.5M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.8KNew |
$2.97M - $3.17M
|
72.8K
$4.36M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.1K+ 884.54% |
$1.88M - $2.01M
|
51.3K
$3.07M
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
40.2KNew |
$1.64M - $1.75M
|
40.2K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
37.4KNew |
$1.53M - $1.63M
|
37.4K
$2.24M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.1K+ 278.16% |
$863K - $921K
|
28.7K
$1.72M
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
11.2K+ 4.65% |
$456K - $487K
|
252K
$15.1M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3K+ 34.39% |
$420K - $449K
|
40.2K
$2.41M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.51KNew |
$388K - $414K
|
9.51K
$570K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.3K+ 94.11% |
$379K - $405K
|
19.2K
$1.15M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.76K+ 41.73% |
$113K - $120K
|
9.37K
$561K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.5KNew |
$102K - $109K
|
2.5K
$150K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 31.88% |
$96.9K - $103K
|
9.83K
$588K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.34K+ 18.17% |
$54.7K - $58.4K
|
8.72K
$522K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.18K+ 2.88% |
$48K - $51.3K
|
42K
$2.51M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17KNew |
$47.8K - $51.1K
|
1.17K
$70.2K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
905+ 0.03% |
$36.9K - $39.4K
|
2.8M
$168M
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
586+ 7.54% |
$23.9K - $25.5K
|
8.35K
$500K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
537+ 49.68% |
$21.9K - $23.4K
|
1.62K
$96.9K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
423New |
$17.3K - $18.4K
|
423
$25.3K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
367+ 60.16% |
$15K - $16K
|
977
$58.5K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
187+ 0.48% |
$7.63K - $8.15K
|
39K
$2.34M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
144+ 0.39% |
$5.87K - $6.27K
|
37.5K
$2.25M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
119+ 12.38% |
$4.85K - $5.18K
|
1.08K
$64.7K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54+ 0.22% |
$2.2K - $2.35K
|
25.1K
$1.5M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
43+ 0.67% |
$1.75K - $1.87K
|
6.49K
$389K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22+ 1.35% |
$897 - $959
|
1.65K
$98.8K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10+ 0.13% |
$408 - $436
|
7.75K
$464K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8+ 0.11% |
$326 - $349
|
7.13K
$427K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.25% |
$286 - $305
|
2.82K
$169K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.42% |
$81.6 - $87.1
|
474
$28.4K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-36- 0.05% |
$1.47K - $1.57K
|
66.7K
$3.99M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-55- 12.53% |
$2.24K - $2.4K
|
384
$23K
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-178- 0.52% |
$7.26K - $7.76K
|
33.9K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-195- 1.96% |
$7.95K - $8.5K
|
9.76K
$585K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-225- 0.23% |
$9.18K - $9.8K
|
97.5K
$5.84M
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-241- 1.04% |
$9.83K - $10.5K
|
23K
$1.38M
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-293- 1.44% |
$12K - $12.8K
|
20.1K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-893- 3.59% |
$36.4K - $38.9K
|
24K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.36K- 2.08% |
$55.3K - $59K
|
63.8K
$3.82M
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.56K- 3.03% |
$104K - $111K
|
81.8K
$4.9M
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16K- 12.23% |
$652K - $697K
|
115K
$6.88M
|