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Disclosery

JMOM J P MORGAN EXCHANGE TRADED F

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US MOMENTUM (fund)

156 managers (158 13F filers) reported a position in JMOM shares at 2026-06-30, 22,161,082 shares in all. 26 filers opened a position and 9 filers sold out during the quarter.

Managers
156
13F filers
158
New
26
Added
53
Reduced
57
Sold out
9
Shares held by filers
22,161,082

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,685,375$809M1.36%+561,02013F-HRTimeline
Blue Trust, Inc.4,811,325$411M4.31%+43,87913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,421,610$121M0.73%+159,69013F-HRTimelineGroup
LPL Financial LLC838,538$71.7M0.02%+424,22213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO770,814$65M<0.01%+13,08713F-HRTimelineGroup
Shore Point Advisors, LLC701,536$44M15.06%+44,42313F-HRTimeline
EP Wealth Advisors, LLC386,525$33M0.13%+348,79713F-HRTimeline
Nova R Wealth, Inc.249,662$21.3M6.23%+6,67313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC236,029$20.2M3.46%-2,91913F-HRTimeline
ARQ WEALTH ADVISORS, LLC206,445$17M2.1%+17,58113F-HRTimeline
CABOT WEALTH MANAGEMENT INC172,574$14.7M1.5%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC172,407$14.7M0.11%+3,81013F-HRTimelineGroup
West Wealth Group, LLC141,345$12.1M1.98%-39,02713F-HRTimeline
Cassia Capital Partners, LLC137,154$11.7M5.68%-4,32213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP109,331$9.34M0.01%-7,75013F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding102,573$8.77M+39,040Timeline
Vise Technologies, Inc.89,189$7.62M0.09%+35,83113F-HRTimeline
Savant Capital, LLC79,317$6.78M0.02%-56913F-HRTimeline
5T Wealth, LLC76,463$6.53M2.43%-6413F-HRTimeline
Wealth Enhancement Trust Services, Inc.72,702$6.21M0.69%+27,61013F-HR/ATimeline
Kingsview Wealth Management, LLC67,756$5.79M0.07%+2,27613F-HRTimeline
Orion Porfolio Solutions, LLC65,000$5.55M0.04%-24,38113F-HRTimeline
Kathmere Capital Management, LLC57,709$4.93M0.26%-2,53913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,517$4.57M<0.01%-3,06713F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC53,016$4.53M1.01%-92613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED52,230$4.46M0.27%+29,46913F-HRTimeline
Delos Wealth Advisors, LLC49,831$4.26M2.19%+91913F-HRTimeline
3Chopt Investment Partners, LLC48,059$4.11M0.77%013F-HRTimeline
Skyline Advisors, Inc.46,516$3.98M1.25%+3,09813F-HRTimeline
Strategic Financial Services, Inc.44,933$3.84M0.17%-3,65413F-HRTimeline
INTRUST BANK NA44,002$3.76M0.28%-1,82313F-HRTimeline
Cetera Investment Advisers41,528$3.55M<0.01%-45213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/38,890$3.32M1.07%+31513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,766$3.23M<0.01%+3,13513F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC35,647$3.05M0.38%-3,12313F-HRTimeline
HighTower Advisors, LLC34,257$2.93M<0.01%-2,27213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,942$2.82M<0.01%+1,01013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC32,236$2.71M0.07%+59213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,299$2.59M<0.01%+3,86513F-HRTimelineGroup
Quantinno Capital Management LP29,288$2.5M<0.01%+12,62913F-HRTimeline
Belpointe Asset Management LLC26,836$2.29M0.07%+4,54613F-HRTimeline
CFS Investment Advisory Services, LLC26,761$2.23M0.15%-3,14413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,090$2.14M<0.01%+11,17313F-HRTimeline
Wealthfront Advisers LLC24,992$2.14M<0.01%+3,88913F-HRTimeline
Hershey Financial Advisers, LLC23,514$2.01M1.44%-8,44213F-HRTimeline
Professional Financial Advisors, LLC23,303$1.99M0.34%-1,22913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,445$1.92M<0.01%+3,66513F-HRTimelineGroup
Composition Wealth, LLC21,891$1.87M0.02%-65113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,440$1.83M0.03%-1,46713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,818$1.78M<0.01%-18,72713F-HRTimelineGroup
J HAGAN CAPITAL, INC.20,677$1.77M0.82%-313F-HRTimeline
Palumbo Wealth Management LLC20,041$1.71M0.36%+9213F-HRTimeline
Empirical Financial Services, LLC d.b.a…19,866$1.7M0.02%+2,18913F-HRTimeline
IFG Advisory, LLC18,951$1.62M0.06%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC15,669$1.34M0.61%+1,55513F-HRTimeline
Advisory Services Network, LLC14,560$1.24M0.01%-7513F-HRTimeline
MN Wealth Advisors, LLC14,220$1.22M0.52%-22413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,080$1.2M<0.01%-1,13413F-HRTimelineGroup
Integrated Wealth Concepts LLC13,348$1.14M0.01%-61913F-HRTimeline
AE Wealth Management LLC12,887$1.1M0.01%+25613F-HRTimeline
TSA Wealth Managment LLC12,714$1.09M0.31%-3,64513F-HRTimeline
Cambridge Investment Research Advisors,…12,545$1.07M<0.01%-43613F-HR/ATimeline
Private Advisor Group, LLC12,038$1.03M<0.01%+1,03713F-HRTimeline
First Heartland Consultants, Inc.11,562$988K0.06%-9,06113F-HRTimeline
Gallacher Capital Management LLC10,834$926K0.52%-1,86813F-HRTimeline
Triumph Capital Management10,784$922K0.17%+5,68613F-HRTimeline
Linscomb Wealth, Inc.10,085$862K0.04%+2,66513F-HRTimeline
KICKSTAND VENTURES, LLC.9,996$854K0.16%-65413F-HRTimeline
Elevation Capital Advisory, LLC9,802$838K0.32%new13F-HRTimeline
GTS SECURITIES LLC9,567$818K0.02%+26313F-HRTimeline
Stonebridge Financial Group, LLC/CA9,337$797K0.11%13F-HRTimeline
NewEdge Advisors, LLC8,946$765K<0.01%+2,42313F-HRTimeline
One Wealth Advisors, LLC8,520$728K0.08%-1,30013F-HRTimeline
Patten Group, Inc.8,335$712K0.11%013F-HRTimeline
Asempa Wealth Advisors8,127$695K0.53%+12413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,860$672K<0.01%+50313F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC7,750$662K0.08%-94813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,733$661K<0.01%+213F-HRTimelineGroup
Prospera Financial Services Inc7,417$635K0.01%-52813F-HRTimeline
Brookwood Investment Group LLC7,407$633K0.07%-1,51013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,283$622K<0.01%013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC7,058$603K0.01%013F-HRTimeline
Brightwater Advisory LLC7,010$599K0.38%013F-HRTimeline
Mayflower Financial Advisors, LLC6,722$574K0.05%-1,94313F-HRTimeline
Farther Finance Advisors, LLC6,485$554K<0.01%+4,81413F-HRTimeline
Midwest Trust Co6,286$537K0.01%013F-HRTimeline
Sanctuary Advisors, LLC6,045$517K<0.01%+1,24213F-HRTimeline
Creative Planningin group Creative Planning5,881$503K<0.01%+22713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,744$491K<0.01%+1,42413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,725$489K0.02%+1,65913F-HRTimeline
Castleview Partners, LLC5,174$442K0.19%+21413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,154$440K<0.01%-61413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …5,034$430K0.02%013F-HRTimeline
Janney Montgomery Scott LLC5,030$430K<0.01%+33213F-HRTimeline
Able Wealth Management LLC5,030$430K0.1%-2,18613F-HRTimeline
TBH Global Asset Management, LLC5,010$428K0.08%+54913F-HRTimeline
Cypress Wealth Services, LLC4,980$426K0.05%-1,15813F-HRTimeline
Vestmark Advisory Solutions, Inc.4,864$416K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,577$391K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,517$386K<0.01%-1813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,409$377K0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC4,363$373K<0.01%-41513F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC4,287$366K0.06%+1,21313F-HRTimeline
MGO ONE SEVEN LLC3,912$334K0.01%-44113F-HRTimeline
Burk Holdings LLC3,770$322K0.12%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,750$320K<0.01%+82213F-HRTimeline
Zhang Financial LLC3,616$309K0.01%-8,72913F-HRTimeline
AWM CAPITAL, LLC3,474$297K0.02%+613F-HRTimeline
MML INVESTORS SERVICES, LLC3,317$283K<0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,298$282K0.01%-48513F-HRTimelineGroup
Detalus Advisors, LLC3,218$275K0.05%-49813F-HRTimeline
Foundations Investment Advisors, LLC3,216$275K<0.01%-5713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,208$274K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,103$265K<0.01%new13F-HRTimelineGroup
Summit Trail Advisors, LLC3,068$262K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC2,980$255K0.01%new13F-HRTimeline
Vertex Planning Partners, LLC2,711$232K0.03%new13F-HRTimeline
Independent Wealth Network Inc.2,690$230K0.06%new13F-HRTimeline
Cresset Asset Management, LLC2,553$218K<0.01%new13F-HRTimeline
Summit Financial, LLC2,502$214K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.2,472$211K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,457$210K<0.01%-54513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,426$207K<0.01%+2,15013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,407$206K<0.01%new13F-HRTimeline
MONEYWISE, INC.2,373$203K0.08%new13F-HRTimeline
Acropolis Investment Management, LLC1,952$167K0.01%-4113F-HR/ATimeline
Rossby Financial, LCC1,913$163K0.03%+64513F-HRTimeline
Smartleaf Asset Management LLC1,675$141K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,450$124K<0.01%013F-HRTimelineGroup
Gleason Group, Inc.1,286$110K0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,012$86.5K<0.01%13F-HRTimeline
Larson Financial Group LLC1,004$85.8K<0.01%-7913F-HRTimeline
HHM Wealth Advisors, LLC868$74.2K0.01%013F-HRTimeline
IFP Advisors, Inc776$66.3K<0.01%-513F-HRTimeline
Lloyd Advisory Services, LLC.768$65.7K0.03%+58913F-HRTimeline
Federation des caisses Desjardins du Qu…691$59K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.650$56K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC653$55.8K<0.01%013F-HRTimeline
Arax Advisory Partners590$50.4K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.544$46.5K0.03%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$42.7K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC409$35K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG369$31.5K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…263$22.5K<0.01%-20413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC248$21.2K<0.01%+12113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.185$15.8K<0.01%-5413F-HRTimeline
Family Capital Trust Co184$15.7K0.01%013F-HR/ATimeline
Allworth Financial LP180$15.4K<0.01%-17213F-HRTimeline
Kingdom Financial Group LLC.169$14.4K<0.01%-1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV141$12.1K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC107$9.15K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC90$7.69K<0.01%new13F-HRTimeline
Key Financial Inc65$5.55K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC40$3.42K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management19$1.62K<0.01%-813F-HRTimelineGroup
Golden State Wealth Management, LLC8$684<0.01%new13F-HRTimeline