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 92 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
37,795
shares
|
$2.34 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
34,465
shares
|
$2.13 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
33,091
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2022
Added 54.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
28,851
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
24,978
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Added 118.8%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
20,817
shares
|
$1.29 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%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
17,554
shares
|
$1.09 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
17,145
shares
|
$1.06 Million
0.66% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
16,114
shares
|
$997,456
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
15,813
shares
|
$978,824
0.0% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
13,331
shares
|
$825,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
12,373
shares
|
$765,888
0.28% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,934
shares
|
$676,814
0.0% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
9,728
shares
|
$602,163
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
9,495
shares
|
$587,740
0.43% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,061
shares
|
$560,875
0.0% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,830
shares
|
$546,577
0.12% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,548
shares
|
$529,121
0.0% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
8,513
shares
|
$526,954
0.32% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
8,424
shares
|
$521,445
0.02% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,079
shares
|
$438,190
0.05% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,021
shares
|
$434,599
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
6,654
shares
|
$411,882
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,542
shares
|
$404,949
0.0% of portfolio
|
Q3 2024
Reduced 5.42%
|