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 103 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
39,151
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
37,787
shares
|
$2.16 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
37,279
shares
|
$2.13 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
35,865
shares
|
$2.05 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
33,091
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2022
Added 54.24%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
31,400
shares
|
$1.8 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
27,203
shares
|
$1.56 Million
0.82% of portfolio
|
Q1 2025
Added 179.64%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
25,994
shares
|
$1.49 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
23,808
shares
|
$1.36 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
21,984
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Added 165.54%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21,252
shares
|
$1.22 Million
0.31% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
20,394
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
19,048
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
18,151
shares
|
$1.04 Million
0.6% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
17,834
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
16,948
shares
|
$969,764
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
16,857
shares
|
$964,557
0.46% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,330
shares
|
$934,402
0.0% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,123
shares
|
$922,558
0.0% of portfolio
|
Q4 2024
Reduced 77.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
15,415
shares
|
$882,046
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
14,512
shares
|
$830,376
0.01% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
13,331
shares
|
$762,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
13,068
shares
|
$747,750
0.25% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,981
shares
|
$628,332
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,934
shares
|
$625,643
0.0% of portfolio
|
Q3 2024
Reduced 13.85%
|