Latest Institutional Purchases of J P Morgan ETF Tr U S Momentum (JMOM)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Momentum (JMOM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
85KNew |
$4.82M - $5.28M
|
85K
$5.22M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72.2K+ 1.84% |
$4.09M - $4.49M
|
3.99M
$245M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.5KNew |
$1.95M - $2.14M
|
34.5K
$2.12M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.1KNew |
$914K - $1M
|
16.1K
$990K
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.73KNew |
$552K - $605K
|
9.73K
$598K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.8KNew |
$329K - $360K
|
5.8K
$356K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.98K+ 47.02% |
$112K - $123K
|
6.18K
$379K
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.96K+ 0.46% |
$111K - $122K
|
424K
$26M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.87K+ 4.07% |
$106K - $116K
|
47.8K
$2.93M
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.08K+ 9.58% |
$61.3K - $67.2K
|
12.4K
$760K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.08KNew |
$61.3K - $67.2K
|
1.08K
$66.5K
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
677+ 8.64% |
$38.4K - $42.1K
|
8.51K
$523K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
433+ 0.0% |
$24.6K - $26.9K
|
9.62M
$591M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
257New |
$14.6K - $16K
|
257
$15.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
236New |
$13.4K - $14.7K
|
236
$14.5K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
105New |
$5.95K - $6.53K
|
105
$6.45K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 0.3% |
$284 - $311
|
1.67K
$103K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.46% |
$113 - $124
|
435
$26.7K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$56.7 - $62.2
|
3.56K
$219K
|
|
Q3 2024 | |||||||
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
106KNew |
$5.41M - $6.09M
|
106K
$6.54M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
91.6K+ 12.77% |
$4.65M - $5.24M
|
809K
$49.7M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.7KNew |
$3.64M - $4.1M
|
71.7K
$4.41M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
22.5K+ 25.66% |
$1.14M - $1.29M
|
110K
$6.78M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 9.42% |
$955K - $1.08M
|
218K
$13.4M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.6K+ 118.8% |
$689K - $775K
|
25K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
7.77K+ 24.93% |
$395K - $444K
|
38.9K
$2.39M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.02KNew |
$356K - $401K
|
7.02K
$431K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.86KNew |
$297K - $335K
|
5.86K
$360K
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5.7K+ 100.81% |
$289K - $326K
|
11.4K
$698K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 2.09% |
$185K - $209K
|
178K
$11M
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.89K+ 7.36% |
$147K - $165K
|
42.1K
$2.59M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 4.48% |
$127K - $143K
|
58.3K
$3.58M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.17K+ 16.4% |
$110K - $124K
|
15.4K
$947K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
814+ 81400.0% |
$41.3K - $46.5K
|
815
$50.1K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
807+ 5.38% |
$41K - $46.1K
|
15.8K
$972K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
715+ 47.86% |
$36.3K - $40.9K
|
2.21K
$136K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
706+ 14.72% |
$35.8K - $40.4K
|
5.5K
$338K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
701+ 1.77% |
$35.6K - $40.1K
|
40.3K
$2.48M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
562New |
$28.5K - $32.1K
|
562
$34.5K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
314New |
$15.9K - $18K
|
314
$19.3K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
272+ 6.12% |
$13.8K - $15.6K
|
4.72K
$290K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241+ 0.26% |
$12.2K - $13.8K
|
94.7K
$5.82M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
195+ 2.28% |
$9.9K - $11.1K
|
8.75K
$538K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
183+ 2.06% |
$9.29K - $10.5K
|
9.06K
$557K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
67New |
$3.4K - $3.83K
|
67
$4.12K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
42New |
$2.13K - $2.4K
|
42
$2.58K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6+ 0.08% |
$305 - $343
|
7.08K
$435K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5New |
$254 - $286
|
5
$307
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.2% |
$152 - $172
|
1.52K
$93.4K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.28% |
$50.8 - $57.2
|
355
$21.8K
|