Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
302K+ 2.6% |
$19.2M - $20.6M
|
11.9M
$803M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75.4K+ 16.57% |
$4.81M - $5.16M
|
531K
$35.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
73.7K+ 7.99% |
$4.7M - $5.04M
|
997K
$67.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60.6KNew |
$3.86M - $4.14M
|
60.6K
$4.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
37KNew |
$2.36M - $2.53M
|
37K
$2.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.1KNew |
$2.05M - $2.19M
|
32.1K
$2.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.54M - $1.65M
|
24.1K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.7K+ 65.7% |
$1.19M - $1.28M
|
47.1K
$3.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
18K+ 39.79% |
$1.15M - $1.23M
|
63.4K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.5KNew |
$985K - $1.06M
|
15.5K
$1.04M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.32KNew |
$467K - $501K
|
7.32K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.02K+ 108.3% |
$383K - $411K
|
11.6K
$781K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.33K+ 4.43% |
$340K - $364K
|
126K
$8.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.08K+ 36.83% |
$324K - $347K
|
18.9K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.58KNew |
$292K - $313K
|
4.58K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.41KNew |
$281K - $302K
|
4.41K
$298K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.33K+ 36.64% |
$276K - $296K
|
16.2K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.17K+ 73.43% |
$266K - $285K
|
9.85K
$665K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.94K+ 6.29% |
$251K - $269K
|
66.5K
$4.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.84KNew |
$245K - $263K
|
3.84K
$259K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.83KNew |
$244K - $262K
|
3.83K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
3.77KNew |
$240K - $258K
|
3.77K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.43K+ 59.97% |
$219K - $235K
|
9.15K
$618K
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.98K+ 31.07% |
$190K - $204K
|
12.6K
$848K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.82K+ 4.31% |
$180K - $193K
|
68.2K
$4.61M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.67K+ 9.8% |
$170K - $182K
|
29.9K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.6K+ 2.72% |
$166K - $178K
|
98.4K
$6.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.36K+ 1.59% |
$150K - $161K
|
150K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.34K+ 33.25% |
$149K - $160K
|
9.39K
$634K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.29K+ 5.4% |
$146K - $156K
|
44.6K
$3.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.98K+ 13.72% |
$126K - $135K
|
16.4K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.69K+ 32.38% |
$108K - $116K
|
6.92K
$467K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 2.53% |
$95.7K - $103K
|
60.7K
$4.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.46K+ 32.41% |
$92.8K - $99.5K
|
5.95K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
1.45KNew |
$92.4K - $99.1K
|
1.45K
$97.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.32K+ 9.91% |
$84.1K - $90.2K
|
14.6K
$988K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.32K+ 419.75% |
$84K - $90.1K
|
1.63K
$110K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.27KNew |
$81.2K - $87.1K
|
1.27K
$86K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
991+ 2.25% |
$63.2K - $67.7K
|
45.1K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
977+ 15.84% |
$62.3K - $66.8K
|
7.15K
$482K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
805New |
$51.3K - $55K
|
805
$54.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
775+ 2.24% |
$49.4K - $53K
|
35.4K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
768+ 22.7% |
$49K - $52.5K
|
4.15K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
755New |
$48.1K - $51.6K
|
755
$51K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
650New |
$41.4K - $44.4K
|
650
$43.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
594+ 2.9% |
$37.9K - $40.6K
|
21.1K
$1.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
497+ 5.24% |
$31.7K - $34K
|
9.98K
$673K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
260+ 3.12% |
$16.6K - $17.8K
|
8.61K
$581K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
213+ 2.75% |
$13.6K - $14.6K
|
7.96K
$537K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
210New |
$13.4K - $14.4K
|
210
$14.2K
|
|