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 125 institutions that hold shares in the stock, with a total of 21.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
53,140
shares
|
$3.45 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
52,613
shares
|
$3.41 Million
0.18% of portfolio
|
Q2 2025
Added 41.84%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
48,059
shares
|
$3.12 Million
0.74% of portfolio
|
Q2 2025
Added 84.88%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
45,344
shares
|
$2.94 Million
0.01% of portfolio
|
Q2 2025
Added 5589.34%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
45,170
shares
|
$2.93 Million
2.2% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
44,085
shares
|
$2.86 Million
1.19% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
42,319
shares
|
$2.74 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
39,249
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
35,865
shares
|
$2.33 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
33,091
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2022
Added 54.24%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
31,767
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
31,400
shares
|
$2.04 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
27,205
shares
|
$1.76 Million
0.05% of portfolio
|
Q2 2025
Added 23.75%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
25,743
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 72.7%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
23,787
shares
|
$1.54 Million
0.8% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
22,985
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 49.11%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
22,158
shares
|
$1.44 Million
0.34% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,768
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 35.01%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
20,507
shares
|
$1.33 Million
0.07% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
20,394
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
19,347
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
18,640
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
16,938
shares
|
$1.1 Million
0.5% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
16,495
shares
|
$1.07 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
15,781
shares
|
$1.02 Million
0.51% of portfolio
|
Q2 2025
Reduced 13.06%
|