Purchases and Sales Made in Q2 2024 in 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) during Q2 2024. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR U S MOMENTUM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
747K+ 9.22% |
$36.9M - $40.4M
|
8.84M
$547M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
412KNew |
$20.4M - $22.3M
|
412K
$25.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
78.4K+ 12.27% |
$3.88M - $4.24M
|
717K
$44.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62.3KNew |
$3.08M - $3.37M
|
62.3K
$3.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
41.9K+ 850.86% |
$2.07M - $2.27M
|
46.9K
$2.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.9K+ 48.71% |
$1.53M - $1.67M
|
94.4K
$5.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
17K+ 12.07% |
$843K - $921K
|
158K
$9.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14.1KNew |
$698K - $763K
|
14.1K
$873K
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
13.2KNew |
$651K - $711K
|
13.2K
$814K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.1K+ 18.15% |
$648K - $708K
|
85.2K
$5.28M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.1KNew |
$502K - $549K
|
10.1K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.28K+ 171.7% |
$459K - $502K
|
14.7K
$909K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.46K+ 98.75% |
$369K - $403K
|
15K
$929K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6.13K+ 126.02% |
$303K - $331K
|
11K
$680K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.37K+ 0.87% |
$216K - $236K
|
506K
$31.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.08K+ 2.39% |
$202K - $220K
|
175K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.04K+ 531.18% |
$200K - $218K
|
4.8K
$297K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.04K+ 531.18% |
$200K - $218K
|
4.8K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.9K+ 11.03% |
$193K - $211K
|
39.2K
$2.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.49K+ 2.55% |
$173K - $189K
|
140K
$8.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.37K+ 2.38% |
$167K - $182K
|
145K
$8.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.31K+ 35.29% |
$164K - $179K
|
12.7K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.17K+ 6.03% |
$157K - $172K
|
55.8K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.69K+ 25.44% |
$133K - $145K
|
13.2K
$820K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.19K+ 5.86% |
$109K - $119K
|
39.6K
$2.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.43K+ 20.08% |
$70.8K - $77.4K
|
8.56K
$530K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.25K+ 1.37% |
$61.8K - $67.5K
|
92.6K
$5.73M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.12K+ 22.71% |
$55.4K - $60.5K
|
6.05K
$374K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
988+ 1.14% |
$48.9K - $53.4K
|
87.8K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
954+ 9.12% |
$47.2K - $51.6K
|
11.4K
$707K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
906+ 3.16% |
$44.8K - $49K
|
29.6K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
809+ 118.1% |
$40K - $43.7K
|
1.49K
$92.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
283New |
$14K - $15.3K
|
283
$17.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
118+ 2.13% |
$5.84K - $6.38K
|
5.65K
$350K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$3.22K - $3.51K
|
65
$4.02K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10+ 0.02% |
$495 - $541
|
65.2K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6+ 0.08% |
$297 - $324
|
7.07K
$438K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.18% |
$148 - $162
|
1.66K
$103K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.2% |
$148 - $162
|
1.52K
$93.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.14% |
$148 - $162
|
2.08K
$129K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.5 - $54.1
|
1
$61.9
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$49.5 - $54.1
|
432
$26.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.28% |
$49.5 - $54.1
|
354
$21.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 2.29% |
$396 - $432
|
342
$21.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-10- 0.05% |
$495 - $541
|
22.1K
$1.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-94- 1.04% |
$4.65K - $5.08K
|
8.92K
$552K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-121- 1.34% |
$5.99K - $6.54K
|
8.88K
$550K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-155- 0.11% |
$7.67K - $8.38K
|
145K
$8.96M
|