Latest Institutional Transactions on J P Morgan ETF Tr U S Momentum (JMOM)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Momentum (JMOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
264+ 218.18% |
$17.5K - $18.3K
|
385
$26K
|
|
|
Jan 26, 2026
Q4 2025
|
West Wealth Group, LLC
|
BUY
|
- |
7.71K+ 7.83% |
$511K - $535K
|
106K
$7.16M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
62.4K+ 98.46% |
$4.14M - $4.33M
|
126K
$8.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
126+ 0.2% |
$8.35K - $8.74K
|
64.4K
$4.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-373- 4.56% |
$24.7K - $25.9K
|
7.8K
$526K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
126+ 12600.0% |
$8.35K - $8.74K
|
127
$8.57K
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
140K+ 28.25% |
$9.3M - $9.74M
|
637K
$43M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-709- 1.75% |
$47K - $49.2K
|
39.8K
$2.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
19.9KNew |
$1.32M - $1.38M
|
19.9K
$1.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.02KNew |
$200K - $209K
|
3.02K
$204K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1- 0.02% |
$66.3 - $69.4
|
5.37K
$363K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
395K+ 9.21% |
$26.2M - $27.4M
|
4.68M
$316M
|
|
|
Jan 16, 2026
Q4 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.89K- 2.91% |
$258K - $270K
|
130K
$8.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
588+ 2.88% |
$39K - $40.8K
|
21K
$1.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-600- 3.38% |
$39.8K - $41.6K
|
17.1K
$1.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
4.21K+ 2.79% |
$279K - $292K
|
155K
$10.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.83K- 2.93% |
$121K - $127K
|
60.8K
$4.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
229+ 2.71% |
$15.2K - $15.9K
|
8.67K
$585K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-56- 0.79% |
$3.71K - $3.89K
|
7.06K
$476K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
259+ 5.72% |
$17.2K - $18K
|
4.79K
$323K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
61.4KNew |
$4.07M - $4.26M
|
61.4K
$4.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
7.56KNew |
$501K - $525K
|
7.56K
$510K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
351K+ 2.95% |
$23.2M - $24.3M
|
12.2M
$827M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.68K+ 5.63% |
$111K - $117K
|
31.6K
$2.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
103+ 1.32% |
$6.83K - $7.15K
|
7.9K
$533K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
37+ 11.78% |
$2.36K - $2.53K
|
351
$23.7K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-8.56K- 4.98% |
$545K - $585K
|
163K
$11M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
260+ 3.12% |
$16.6K - $17.8K
|
8.61K
$581K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-514- 3.4% |
$32.8K - $35.1K
|
14.6K
$986K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.32KNew |
$467K - $501K
|
7.32K
$494K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.7K+ 65.7% |
$1.19M - $1.28M
|
47.1K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.13K- 1.29% |
$135K - $145K
|
162K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.17K+ 73.43% |
$266K - $285K
|
9.85K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-106K- 91.07% |
$6.77M - $7.26M
|
10.4K
$702K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.5KNew |
$985K - $1.06M
|
15.5K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2.21K- 4.2% |
$141K - $151K
|
50.4K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.32K+ 9.91% |
$84.1K - $90.2K
|
14.6K
$988K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-178K- 91.7% |
$11.3M - $12.1M
|
16.1K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-503- 8.33% |
$32.1K - $34.4K
|
5.54K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
977+ 15.84% |
$62.3K - $66.8K
|
7.15K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.98K+ 31.07% |
$190K - $204K
|
12.6K
$848K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.08K+ 36.83% |
$324K - $347K
|
18.9K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-34- 0.34% |
$2.17K - $2.32K
|
10K
$678K
|
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.41KNew |
$281K - $302K
|
4.41K
$298K
|
|
|
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 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
73.7K+ 7.99% |
$4.7M - $5.04M
|
997K
$67.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-391- 1.0% |
$24.9K - $26.7K
|
38.9K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-6.94K- 86.1% |
$442K - $474K
|
1.12K
$75.6K
|
|