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
$220M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
484K+ 5.03% |
$27.5M - $30.1M
|
10.1M
$567M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
178KNew |
$10.1M - $11.1M
|
178K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
171K+ 180.68% |
$9.7M - $10.6M
|
266K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
169K+ 2881.68% |
$9.57M - $10.5M
|
175K
$9.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
92.1K+ 11.39% |
$5.22M - $5.73M
|
901K
$50.5M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
85KNew |
$4.82M - $5.28M
|
85K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72.2K+ 1.84% |
$4.09M - $4.49M
|
3.99M
$224M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
37.8KNew |
$2.14M - $2.35M
|
37.8K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.5KNew |
$1.95M - $2.14M
|
34.5K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
26K+ 17.3% |
$1.47M - $1.61M
|
176K
$9.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
23.8KNew |
$1.35M - $1.48M
|
23.8K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.6K+ 10.33% |
$1.28M - $1.4M
|
241K
$13.5M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.1KNew |
$1.09M - $1.19M
|
19.1K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.1KNew |
$914K - $1M
|
16.1K
$904K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.3KNew |
$756K - $829K
|
13.3K
$748K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.73KNew |
$552K - $605K
|
9.73K
$546K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.28KNew |
$469K - $515K
|
8.28K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.89K+ 12143.08% |
$448K - $491K
|
7.96K
$446K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.65KNew |
$377K - $414K
|
6.65K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.46KNew |
$366K - $401K
|
6.46K
$362K
|
|
|
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
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.3KNew |
$301K - $329K
|
5.3K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.82KNew |
$273K - $299K
|
4.82K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.72K+ 8.0% |
$268K - $293K
|
63.8K
$3.58M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.91KNew |
$222K - $243K
|
3.91K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.66KNew |
$207K - $227K
|
3.66K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
3.44KNew |
$195K - $214K
|
3.44K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.94K+ 6.99% |
$167K - $183K
|
45K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.69K+ 48.86% |
$152K - $167K
|
8.19K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.98K+ 47.02% |
$112K - $123K
|
6.18K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.96K+ 0.46% |
$111K - $122K
|
424K
$23.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.87K+ 4.07% |
$106K - $116K
|
47.8K
$2.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 19.11% |
$76.7K - $84.1K
|
8.43K
$473K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.22KNew |
$69.1K - $75.7K
|
1.22K
$68.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.08K+ 9.58% |
$61.3K - $67.2K
|
12.4K
$694K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.08KNew |
$61.3K - $67.2K
|
1.08K
$60.7K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
894+ 1.53% |
$50.7K - $55.6K
|
59.2K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
685+ 9.76% |
$38.8K - $42.6K
|
7.71K
$432K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
677+ 8.64% |
$38.4K - $42.1K
|
8.51K
$477K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
433+ 0.0% |
$24.6K - $26.9K
|
9.62M
$539M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
257New |
$14.6K - $16K
|
257
$14.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
236New |
$13.4K - $14.7K
|
236
$13.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
130+ 5.89% |
$7.37K - $8.08K
|
2.34K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
127New |
$7.2K - $7.89K
|
127
$7.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
121New |
$6.86K - $7.52K
|
121
$6.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
114+ 71.25% |
$6.46K - $7.09K
|
274
$15.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
105New |
$5.95K - $6.53K
|
105
$5.89K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
77+ 0.88% |
$4.37K - $4.79K
|
8.83K
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 0.3% |
$284 - $311
|
1.67K
$93.6K
|