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 99 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
10,103,855
shares
|
$567 Million
1.19% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,988,291
shares
|
$224 Million
3.02% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
900,983
shares
|
$50.5 Million
0.52% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
499,074
shares
|
$28 Million
16.23% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
423,844
shares
|
$23.8 Million
4.37% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
265,709
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Added 180.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
241,063
shares
|
$13.5 Million
0.01% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
178,333
shares
|
$10 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
178,109
shares
|
$9.99 Million
4.07% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
176,111
shares
|
$9.88 Million
0.18% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
174,637
shares
|
$9.79 Million
0.12% of portfolio
|
Q4 2024
Added 2881.68%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
141,679
shares
|
$7.95 Million
4.34% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
139,120
shares
|
$7.8 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
139,064
shares
|
$7.8 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
98,173
shares
|
$5.51 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
96,630
shares
|
$5.42 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
84,967
shares
|
$4.76 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
76,222
shares
|
$4.27 Million
6.56% of portfolio
|
Q3 2022
Reduced 7.89%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
63,762
shares
|
$3.58 Million
0.04% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
61,657
shares
|
$3.46 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
59,207
shares
|
$3.32 Million
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
55,074
shares
|
$3.09 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
47,758
shares
|
$2.68 Million
0.24% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
45,035
shares
|
$2.53 Million
2.26% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
39,536
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.01%
|