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 97 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
37,795
shares
|
$2.28 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
37,787
shares
|
$2.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
34,465
shares
|
$2.08 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
33,091
shares
|
$2 Million
0.03% of portfolio
|
Q3 2022
Added 54.24%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
23,808
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
20,817
shares
|
$1.26 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
19,507
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
18,111
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.23%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
17,145
shares
|
$1.03 Million
0.66% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
16,947
shares
|
$1.02 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,123
shares
|
$972,700
0.0% of portfolio
|
Q4 2024
Reduced 77.52%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
16,114
shares
|
$972,157
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
15,415
shares
|
$929,986
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
14,512
shares
|
$875,508
0.01% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
13,331
shares
|
$804,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
12,373
shares
|
$746,463
0.28% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,934
shares
|
$659,648
0.0% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
9,728
shares
|
$586,890
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
9,495
shares
|
$572,833
0.43% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,012
shares
|
$543,693
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,830
shares
|
$532,713
0.12% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,548
shares
|
$515,700
0.0% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
8,513
shares
|
$513,589
0.32% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
8,432
shares
|
$508,702
0.06% of portfolio
|
Q4 2024
Added 19.11%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
8,424
shares
|
$508,219
0.02% of portfolio
|
Q4 2024
Reduced 3.05%
|