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 131 institutions that hold shares in the stock, with a total of 21.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,896,007
shares
|
$803 Million
1.32% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,288,928
shares
|
$289 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
996,581
shares
|
$67.3 Million
0.53% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
530,619
shares
|
$35.8 Million
0.0% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
496,782
shares
|
$33.5 Million
15.78% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
431,803
shares
|
$29.1 Million
4.43% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
367,207
shares
|
$24.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.49%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
163,440
shares
|
$11 Million
3.46% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
162,332
shares
|
$11 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
150,468
shares
|
$10.2 Million
4.62% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
133,754
shares
|
$9.03 Million
4.97% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
125,538
shares
|
$8.47 Million
2.39% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
98,419
shares
|
$6.64 Million
1.7% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
83,541
shares
|
$5.64 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
76,222
shares
|
$5.14 Million
6.56% of portfolio
|
Q3 2022
Reduced 7.89%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
68,238
shares
|
$4.61 Million
0.04% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
66,504
shares
|
$4.49 Million
1.97% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
64,250
shares
|
$4.34 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
63,541
shares
|
$4.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
63,387
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2025
Added 39.79%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
62,622
shares
|
$4.23 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
60,748
shares
|
$4.1 Million
0.0% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
60,576
shares
|
$4.09 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
59,886
shares
|
$4.04 Million
0.92% of portfolio
|
Q3 2025
Reduced 59.82%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
50,826
shares
|
$3.43 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.3%
|
|