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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
213+ 2.75% |
$13.6K - $14.6K
|
7.96K
$537K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-518- 3.51% |
$33K - $35.4K
|
14.2K
$960K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 48.54% |
$6.37K - $6.84K
|
306
$20.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.54M - $1.65M
|
24.1K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.84KNew |
$245K - $263K
|
3.84K
$259K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-2.97K- 41.05% |
$189K - $203K
|
4.26K
$288K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.94K+ 6.29% |
$251K - $269K
|
66.5K
$4.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
18K+ 39.79% |
$1.15M - $1.23M
|
63.4K
$4.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3- 0.05% |
$191 - $205
|
6.15K
$415K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-5.45K- 34.52% |
$347K - $372K
|
10.3K
$697K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.83KNew |
$244K - $262K
|
3.83K
$259K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-768- 18.5% |
$38.6K - $49.4K
|
3.38K
$228K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.2K+ 8683.25% |
$1.72M - $2.2M
|
34.6K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.52KNew |
$76.6K - $98K
|
1.52K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6+ 0.07% |
$302 - $386
|
8.44K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
529+ 334.81% |
$26.6K - $34K
|
687
$46.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.8K- 67.8% |
$742K - $949K
|
7.01K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.4KNew |
$624K - $797K
|
12.4K
$837K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.7KNew |
$588K - $752K
|
11.7K
$789K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
124New |
$6.24K - $7.97K
|
124
$8.37K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.02K- 1.35% |
$102K - $130K
|
148K
$9.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-895- 57.23% |
$45K - $57.5K
|
669
$45.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
669New |
$33.6K - $43K
|
669
$45.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3- 5.88% |
$151 - $193
|
48
$3.24K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
29+ 13.0% |
$1.46K - $1.86K
|
252
$17K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
22.1K+ 84.88% |
$1.11M - $1.42M
|
48.1K
$3.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.1KNew |
$507K - $648K
|
10.1K
$680K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
839+ 15.9% |
$42.2K - $53.9K
|
6.12K
$413K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76KNew |
$139K - $177K
|
2.76K
$186K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.97KNew |
$250K - $320K
|
4.97K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.24K+ 5.49% |
$62.2K - $79.5K
|
23.8K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.36% |
$302 - $386
|
1.67K
$113K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.15K+ 1.68% |
$359K - $459K
|
432K
$29.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.5K- 40.49% |
$126K - $161K
|
3.68K
$248K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
683New |
$37.6K - $42.8K
|
683
$46.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-221- 0.35% |
$12.2K - $13.8K
|
63.5K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-207- 65.92% |
$11.4K - $13K
|
107
$7.22K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.8KNew |
$1.75M - $1.99M
|
31.8K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.67KNew |
$92.3K - $105K
|
1.67K
$113K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-253- 4.54% |
$13.9K - $15.8K
|
5.32K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-131- 2.23% |
$7.22K - $8.2K
|
5.74K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
35.9KNew |
$1.98M - $2.25M
|
35.9K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.27KNew |
$69.9K - $79.4K
|
1.27K
$85.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-318K- 86.03% |
$17.5M - $19.9M
|
51.5K
$3.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11KNew |
$605K - $687K
|
11K
$741K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
31.4KNew |
$1.73M - $1.97M
|
31.4K
$2.12M
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.22KNew |
$69.1K - $75.7K
|
1.22K
$82.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
127New |
$7.2K - $7.89K
|
127
$8.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
121New |
$6.86K - $7.52K
|
121
$8.17K
|
|