Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
722K+ 22.62% |
$41M - $44.9M
|
3.92M
$242M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
85KNew |
$4.82M - $5.28M
|
85K
$5.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72.2K+ 1.84% |
$4.09M - $4.49M
|
3.99M
$247M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
37.8KNew |
$2.14M - $2.35M
|
37.8K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.5KNew |
$1.95M - $2.14M
|
34.5K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.1KNew |
$914K - $1M
|
16.1K
$997K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.3KNew |
$756K - $829K
|
13.3K
$825K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.73KNew |
$552K - $605K
|
9.73K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.65KNew |
$377K - $414K
|
6.65K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.8KNew |
$329K - $360K
|
5.8K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.3KNew |
$301K - $329K
|
5.3K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.82KNew |
$273K - $299K
|
4.82K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
3.44KNew |
$195K - $214K
|
3.44K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.98K+ 47.02% |
$112K - $123K
|
6.18K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.96K+ 0.46% |
$111K - $122K
|
424K
$26.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.87K+ 4.07% |
$106K - $116K
|
47.8K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.08KNew |
$61.3K - $67.2K
|
1.08K
$67K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.08K+ 9.58% |
$61.3K - $67.2K
|
12.4K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
894+ 1.53% |
$50.7K - $55.6K
|
59.2K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
677+ 8.64% |
$38.4K - $42.1K
|
8.51K
$527K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
433+ 0.0% |
$24.6K - $26.9K
|
9.62M
$595M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
257New |
$14.6K - $16K
|
257
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
236New |
$13.4K - $14.7K
|
236
$14.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
130+ 5.89% |
$7.37K - $8.08K
|
2.34K
$145K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
114+ 71.25% |
$6.46K - $7.09K
|
274
$17K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
105New |
$5.95K - $6.53K
|
105
$6.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
77+ 0.88% |
$4.37K - $4.79K
|
8.83K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 0.3% |
$284 - $311
|
1.67K
$103K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.46% |
$113 - $124
|
435
$26.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$56.7 - $62.2
|
3.56K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-155- 45.19% |
$8.79K - $9.63K
|
188
$11.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-265- 4.72% |
$15K - $16.5K
|
5.35K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-265- 3.05% |
$15K - $16.5K
|
8.42K
$521K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-329- 1.56% |
$18.7K - $20.4K
|
20.8K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-705- 12.82% |
$40K - $43.8K
|
4.8K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-907- 15.33% |
$51.4K - $56.4K
|
5.01K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.26K- 6.82% |
$71.2K - $78K
|
17.1K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.7K- 15.22% |
$96.6K - $106K
|
9.5K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.94K- 1.38% |
$110K - $121K
|
139K
$8.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.1K- 1.49% |
$119K - $131K
|
139K
$8.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.54K- 3.96% |
$144K - $158K
|
61.7K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.61K- 1.81% |
$148K - $162K
|
142K
$8.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.11K- 0.62% |
$176K - $193K
|
499K
$30.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5.49K- 48.31% |
$311K - $341K
|
5.87K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.04K- 5.88% |
$343K - $376K
|
96.6K
$5.98M
|