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 132 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
7,896
shares
|
$532,901
0.07% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
7,567
shares
|
$510,696
0.35% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
7,563
shares
|
$510,426
0.44% of portfolio
|
Q4 2025
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
7,322
shares
|
$494,161
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,145
shares
|
$482,216
0.0% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
7,058
shares
|
$476,344
0.02% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,918
shares
|
$466,895
0.01% of portfolio
|
Q3 2025
Added 32.38%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,488
shares
|
$437,875
0.0% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
6,148
shares
|
$414,928
0.06% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,948
shares
|
$401,430
0.0% of portfolio
|
Q3 2025
Added 32.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,539
shares
|
$373,827
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,442
shares
|
$367,280
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
5,373
shares
|
$362,623
0.02% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
4,785
shares
|
$322,939
0.22% of portfolio
|
Q4 2025
Added 5.72%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
4,577
shares
|
$308,901
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,412
shares
|
$297,765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
4,152
shares
|
$280,218
0.09% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
3,843
shares
|
$259,364
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
3,770
shares
|
$254,437
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,698
shares
|
$249,578
0.07% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,564
shares
|
$240,534
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,476
shares
|
$234,595
0.01% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
3,453
shares
|
$233,042
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
3,017
shares
|
$203,617
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,674
shares
|
$112,978
0.0% of portfolio
|
Q1 2025
New holding
|
|