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Disclosery

JMOM J P MORGAN EXCHANGE TRADED F

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US MOMENTUM (fund)

99 managers (99 13F filers) reported a position in JMOM shares at 2024-12-31, 18,946,179 shares in all. 19 filers opened a position and 5 filers sold out during the quarter.

Managers
99
13F filers
99
New
19
Added
29
Reduced
35
Sold out
5
Shares held by filers
18,946,179

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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…10,103,855$589M1.13%+484,63613F-HR/ATimeline
Blue Trust, Inc.3,988,291$232M2.98%+794,56913F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.900,983$52.5M0.5%+92,13713F-HRTimelineGroup
Shore Point Advisors, LLC499,074$29.1M15.64%-3,10913F-HRTimeline
Klaas Financial Asset Advisors, LLC423,844$24.7M4.35%+1,96113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO265,709$15.5M<0.01%+171,04313F-HRTimelineGroup
LPL Financial LLC241,063$14M0.01%+22,57613F-HRTimeline
GeoWealth Management, LLC178,333$10.4M0.34%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC178,109$10.4M3.95%-37313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC176,111$10.3M0.18%+25,97913F-HRTimelineGroup
Integrated Wealth Concepts LLC174,637$10.2M0.12%+168,78013F-HRTimeline
Nova R Wealth, Inc.141,679$8.26M4.16%-2,61313F-HRTimeline
Cornerstone Wealth Management, LLC139,120$8.11M0.55%-1,94213F-HRTimeline
Cassia Capital Partners, LLC139,064$8.1M5.17%-2,10313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC121,776$7.1M1.84%new13F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…98,173$5.72M0.14%-12,10613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC96,630$5.63M0.04%-6,04213F-HRTimelineGroup
West Wealth Group, LLC84,967$4.95M1.48%new13F-HRTimeline
Orion Porfolio Solutions, LLC63,762$3.72M0.04%+4,72213F-HRTimeline
Orion Portfolio Solutions, LLC63,762$3.72M0.04%+4,72213F-HRTimeline
Kathmere Capital Management, LLC61,657$3.59M0.32%-2,54213F-HRTimeline
HighTower Advisors, LLC59,207$3.45M<0.01%+89413F-HRTimeline
INTRUST BANK NA55,074$3.21M0.33%-1,87013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…47,758$2.78M0.24%+1,86713F-HRTimelineGroup
Delos Wealth Advisors, LLC45,035$2.62M2.09%+2,94313F-HRTimeline
Cetera Investment Advisers39,536$2.3M<0.01%-81113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/37,795$2.2M1.04%new13F-HRTimelineGroup
Strategic Financial Services, Inc.37,787$2.2M0.13%-1,15913F-HRTimeline
Foundations Investment Advisors, LLC34,465$2.01M0.04%new13F-HRTimeline
Vise Technologies, Inc.23,808$1.39M0.12%new13F-HRTimeline
Professional Financial Advisors, LLC20,817$1.21M0.31%-32913F-HRTimeline
IFG Advisory, LLC19,507$1.14M0.06%-11513F-HRTimeline
Wealthfront Advisers LLC19,149$1.12M<0.01%+3,73013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,111$1.06M<0.01%-10,74013F-HRTimelineGroup
Able Wealth Management LLC17,145$999K0.66%-1,25513F-HRTimeline
Gallacher Capital Management LLC16,947$988K0.49%-60713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,123$939K<0.01%-55,60213F-HRTimelineGroup
Ballentine Partners, LLC16,114$939K0.02%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,415$898K<0.01%-39813F-HRTimelineGroup
SYNOVUS FINANCIAL CORP14,512$846K0.01%-10,46613F-HRTimeline
Blue Oak Capital, LLC13,711$799K0.49%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,331$777K<0.01%13F-HR/ATimelineGroup
Palumbo Wealth Management LLC12,373$721K0.27%+1,08213F-HRTimeline
5T Wealth, LLC9,728$567K0.31%13F-HRTimeline
Brightwater Advisory LLC9,495$553K0.43%-1,70413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,012$525K<0.01%-4913F-HRTimeline
Patten Group, Inc.8,830$515K0.11%+7713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,625$503K<0.01%+6,41613F-HR/ATimelineGroup
17 CAPITAL PARTNERS, LLC8,513$496K0.31%+67713F-HRTimeline
Fort Point Capital Partners LLC8,432$491K0.06%+1,35313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,424$491K0.02%-26513F-HR/ATimeline
NorthCrest Asset Manangement, LLC8,279$482K0.01%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY8,192$477K<0.01%+2,68913F-HR/ATimelineGroup
Hershey Financial Advisers, LLC7,958$464K0.41%13F-HRTimeline
World Investment Advisors7,706$449K0.01%+68513F-HRTimeline
KELLY FINANCIAL GROUP LLC6,654$388K0.14%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,457$376K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC6,175$360K0.02%+1,97513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,135$358K<0.01%-40713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,089$355K<0.01%-20313F-HRTimelineGroup
Westover Capital Advisors, LLC5,869$342K0.08%-5,48513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,795$338K0.03%-24313F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,571$325K0.01%-34713F-HRTimelineGroup
Janney Montgomery Scott LLC5,352$312K<0.01%-26513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,300$309K<0.01%new13F-HRTimeline
RHS Financial, LLC5,009$292K0.15%-90713F-HRTimeline
Balefire, LLC4,815$281K0.1%new13F-HRTimeline
Private Advisor Group, LLC4,796$279K<0.01%-70513F-HRTimeline
Creative Planningin group Creative Planning4,492$262K<0.01%-22413F-HRTimelineGroup
AMERIFLEX GROUP, INC.3,911$240K0.11%13F-HRTimeline
OLD MISSION CAPITAL LLC3,657$213K<0.01%new13F-HRTimeline
Good Life Advisors, LLC3,564$208K0.02%+113F-HRTimeline
AWM CAPITAL, LLC3,441$201K0.02%new13F-HRTimeline
COMERICA BANK1,888$110K<0.01%013F-HR/ATimeline
HHM Wealth Advisors, LLC1,669$97.2K0.01%+513F-HRTimeline
FMR LLCin group FMR LLC1,580$92.1K<0.01%-513F-HRTimelineGroup
Sunbelt Securities, Inc.1,524$89.2K0.01%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.1,302$75.9K<0.01%-16513F-HRTimeline
Farther Finance Advisors, LLC1,172$68.3K<0.01%013F-HRTimeline
Castleview Partners, LLC1,082$63.2K0.03%new13F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC896$52.2K0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.578$33.7K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC562$32.7K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC493$28.7K<0.01%013F-HRTimeline
PSI Advisors, LLC435$25.3K0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV356$20.7K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA315$18.4K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC314$18.3K0.01%013F-HRTimeline
IFP Advisors, Inc274$16K<0.01%+11413F-HRTimeline
Allworth Financial LP257$15.9K<0.01%+25713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC236$13.8K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC188$10.9K<0.01%-15513F-HRTimeline
UBS Group AGin group UBS Group AG127$7.4K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC121$7.05K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.105$6.12K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\67$3.9K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.42$2.45K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$44<0.01%-81413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.