Skip to content
Disclosery

JMOM J P MORGAN EXCHANGE TRADED F

Follow

US MOMENTUM (fund)

110 managers (110 13F filers) reported a position in JMOM shares at 2025-03-31, 20,885,520 shares in all. 30 filers opened a position and 17 filers sold out during the quarter.

Managers
110
13F filers
110
New
30
Added
31
Reduced
38
Sold out
17
Shares held by filers
20,885,520

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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…11,633,460$656M1.25%+1,529,60513F-HRTimeline
Blue Trust, Inc.4,141,628$233M2.99%+153,33713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.841,088$47.4M0.45%-59,89513F-HRTimelineGroup
Shore Point Advisors, LLC498,320$28.1M14.87%-75413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO455,184$25.7M<0.01%+189,47513F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC424,656$23.9M4.13%+81213F-HRTimeline
LPL Financial LLC198,346$11.2M<0.01%-42,71713F-HRTimeline
Integrated Wealth Concepts LLC186,912$10.5M0.12%+12,27513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC183,676$10.4M0.15%+7,56513F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC171,997$9.69M3.6%-6,11213F-HRTimeline
Cornerstone Wealth Management, LLC149,953$8.45M0.57%+10,83313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC142,161$8.01M2.18%+20,38513F-HRTimeline
Nova R Wealth, Inc.141,069$7.95M3.94%-61013F-HRTimeline
Cassia Capital Partners, LLC136,989$7.72M4.82%-2,07513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…94,304$5.31M0.14%-3,86913F-HRTimelineGroup
West Wealth Group, LLC90,494$5.13M1.52%+5,52713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC86,232$4.86M0.04%-10,39813F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC63,541$3.58M0.04%-22113F-HRTimeline
Orion Portfolio Solutions, LLC63,541$3.58M0.04%-22113F-HR/ATimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…62,559$3.53M0.3%+14,80113F-HRTimelineGroup
Kathmere Capital Management, LLC62,355$3.51M0.3%+69813F-HRTimeline
HighTower Advisors, LLC58,680$3.31M<0.01%-52713F-HRTimeline
INTRUST BANK NA53,140$2.99M0.3%-1,93413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED51,546$2.89M0.27%new13F-HR/ATimeline
Delos Wealth Advisors, LLC45,170$2.55M2.02%+13513F-HRTimeline
KELLY FINANCIAL GROUP LLC43,049$2.43M0.76%+36,39513F-HRTimeline
Cetera Investment Advisers39,151$2.21M<0.01%-38513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/37,279$2.1M1%-51613F-HRTimelineGroup
Strategic Financial Services, Inc.37,092$2.09M0.12%-69513F-HRTimeline
Crossmark Global Holdings, Inc.35,865$2.02M0.04%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,767$1.79M<0.01%new13F-HR/ATimelineGroup
WIN ADVISORS, INC31,400$1.77M0.91%new13F-HRTimeline
5T Wealth, LLC27,203$1.53M0.87%+17,47513F-HRTimeline
3Chopt Investment Partners, LLC25,994$1.47M0.38%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,985$1.3M<0.01%+7,57013F-HRTimelineGroup
Blue Oak Capital, LLC22,550$1.27M0.7%+8,83913F-HRTimeline
NorthCrest Asset Manangement, LLC21,984$1.24M0.04%+13,70513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,768$1.23M<0.01%+5,64513F-HRTimelineGroup
Professional Financial Advisors, LLC21,252$1.2M0.3%+43513F-HRTimeline
CFS Investment Advisory Services, LLC20,394$1.15M0.1%new13F-HRTimeline
IFG Advisory, LLC19,048$1.07M0.06%-45913F-HRTimeline
Able Wealth Management LLC18,151$1.02M0.61%+1,00613F-HRTimeline
Wealthfront Advisers LLC17,834$1.01M<0.01%-1,31513F-HRTimeline
TSA Wealth Managment LLC16,948$955K0.38%new13F-HRTimeline
Gallacher Capital Management LLC16,857$950K0.46%-9013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,330$920K<0.01%-1,78113F-HRTimelineGroup
Advisory Services Network, LLC14,873$838K0.02%new13F-HRTimeline
Palumbo Wealth Management LLC13,068$737K0.25%+69513F-HRTimeline
SYNOVUS FINANCIAL CORP12,303$693K0.01%-2,20913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,291$693K<0.01%-1,04013F-HRTimelineGroup
Belpointe Asset Management LLC12,064$680K0.04%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.11,473$647K0.02%new13F-HRTimeline
Clear Creek Financial Management, LLC10,981$619K0.06%new13F-HRTimeline
Larson Financial Group LLC10,416$587K0.03%new13F-HRTimeline
KICKSTAND VENTURES, LLC.10,363$584K0.15%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,989$563K<0.01%+1,36413F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC9,583$540K0.35%+1,07013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,846$499K<0.01%-16613F-HRTimeline
Brightwater Advisory LLC8,686$490K0.39%-80913F-HR/ATimeline
Fort Point Capital Partners LLC8,438$476K0.05%+613F-HRTimeline
Patten Group, Inc.8,364$471K0.11%-46613F-HRTimeline
Mayflower Financial Advisors, LLC8,363$471K0.07%new13F-HRTimeline
One Wealth Advisors, LLC8,246$465K0.07%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,159$460K0.02%-26513F-HR/ATimeline
MN Wealth Advisors, LLC7,973$449K0.26%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,875$444K<0.01%-31713F-HRTimelineGroup
Brookwood Investment Group LLC7,374$416K0.07%13F-HRTimeline
Janney Montgomery Scott LLC6,621$373K<0.01%+1,26913F-HRTimeline
Dynamic Advisor Solutions LLC6,175$348K0.01%013F-HRTimeline
Cypress Wealth Services, LLC6,106$344K0.07%new13F-HRTimeline
Westover Capital Advisors, LLC5,738$323K0.07%-13113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,675$322K0.03%-12013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,634$318K<0.01%-50113F-HRTimelineGroup
Prospera Financial Services Inc5,470$309K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,318$300K0.01%-25313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC5,300$299K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.5,276$297K0.12%+1,36513F-HRTimeline
GTS SECURITIES LLC4,938$278K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,450$251K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning4,349$245K<0.01%-14313F-HRTimelineGroup
Good Life Advisors, LLC3,564$201K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,796$101K<0.01%+21613F-HRTimelineGroup
Farther Finance Advisors, LLC1,677$95.1K<0.01%+50513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,674$94.3K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC1,672$94.2K0.01%+313F-HRTimeline
COMERICA BANK1,671$94.2K<0.01%-21713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,564$88.1K0.06%new13F-HRTimelineGroup
Rossby Financial, LCC1,268$71.8K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,258$70.9K<0.01%-4413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC896$50.5K0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC797$45K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.731$41.2K<0.01%+15313F-HRTimelineGroup
ROSS\JOHNSON & Associates LLC683$38.5K0.66%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC562$31.7K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC493$27.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…395$22.3K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA394$22K<0.01%-5,69513F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV357$20.1K<0.01%+113F-HRTimeline
Allworth Financial LP257$14.5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC236$13.8K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA223$12.6K<0.01%-9213F-HRTimeline
IFP Advisors, Inc160$9.02K<0.01%-11413F-HRTimeline
Smartleaf Asset Management LLC158$8.86K<0.01%new13F-HRTimeline
AE Wealth Management LLC121$6.82K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC107$6.04K<0.01%-20713F-HRTimeline
LGT Financial Advisors LLC51$2.87K0.01%new13F-HRTimeline
Goodman Advisory Group, LLC44$2.48K<0.01%new13F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management31$1.75K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$1<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.