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Disclosery

JMOM J P MORGAN EXCHANGE TRADED F

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US MOMENTUM (fund)

120 managers (120 13F filers) reported a position in JMOM shares at 2025-06-30, 22,083,490 shares in all. 19 filers opened a position and 11 filers sold out during the quarter.

Managers
120
13F filers
120
New
19
Added
49
Reduced
35
Sold out
11
Shares held by filers
22,083,490

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…11,594,195$749M1.24%-39,26513F-HRTimeline
Blue Trust, Inc.4,298,078$276M3.26%+156,45013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.922,833$59.3M0.49%+81,74513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO740,661$47.6M<0.01%+285,47713F-HRTimelineGroup
LPL Financial LLC606,899$39M0.01%+408,55313F-HRTimeline
Shore Point Advisors, LLC498,087$32M15.38%-23313F-HRTimeline
Klaas Financial Asset Advisors, LLC431,803$27.8M4.39%+7,14713F-HRTimeline
Integrated Wealth Concepts LLC193,789$12.5M0.12%+6,87713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC164,457$10.6M0.12%-19,21913F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC171,997$9.69M3.33%013F-HRTimeline
Systelligence, LLC149,061$9.58M1.77%new13F-HRTimeline
Nova R Wealth, Inc.148,113$9.52M4.43%+7,04413F-HRTimeline
Cornerstone Wealth Management, LLC147,929$9.51M0.58%-2,02413F-HRTimeline
Cassia Capital Partners, LLC133,948$8.61M5.18%-3,04113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC120,209$7.73M1.95%-21,95213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP116,586$7.5M0.01%+112,13613F-HR/ATimelineGroup
West Wealth Group, LLC95,816$6.22M1.55%+5,32213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC82,951$5.33M0.04%-3,28113F-HR/ATimelineGroup
Vise Technologies, Inc.76,214$4.9M0.2%13F-HRTimeline
Orion Porfolio Solutions, LLC65,418$4.21M0.04%+1,87713F-HR/ATimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…65,221$4.19M0.31%+2,66213F-HRTimelineGroup
Kathmere Capital Management, LLC62,664$4.03M0.31%+30913F-HRTimeline
5T Wealth, LLC62,566$4.02M2.05%+35,36313F-HRTimeline
HighTower Advisors, LLC59,247$3.81M<0.01%+56713F-HRTimeline
INTRUST BANK NA53,111$3.41M0.3%-2913F-HRTimeline
Strategic Financial Services, Inc.52,613$3.38M0.18%+15,52113F-HRTimeline
3Chopt Investment Partners, LLC48,059$3.09M0.74%+22,06513F-HRTimeline
CWM, LLCin group CWM, LLC45,344$2.92M0.01%+44,54713F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/44,085$2.83M1.19%+6,80613F-HR/ATimelineGroup
KELLY FINANCIAL GROUP LLC42,319$2.72M0.79%-73013F-HRTimeline
Delos Wealth Advisors, LLC42,279$2.72M2.12%-2,89113F-HRTimeline
Cetera Investment Advisers39,249$2.52M<0.01%+9813F-HRTimeline
Crossmark Global Holdings, Inc.35,865$2.3M0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,606$2.23M<0.01%+34,21213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,434$1.83M<0.01%+5,44913F-HRTimelineGroup
NorthCrest Asset Manangement, LLC27,205$1.76M0.05%+5,22113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,743$1.66M0.04%-68,56113F-HRTimelineGroup
Blue Oak Capital, LLC23,787$1.53M0.8%+1,23713F-HRTimeline
Professional Financial Advisors, LLC22,158$1.42M0.33%+90613F-HRTimeline
IFG Advisory, LLC20,507$1.32M0.07%+1,45913F-HRTimeline
CFS Investment Advisory Services, LLC20,202$1.3M0.11%-19213F-HRTimeline
Wealthfront Advisers LLC19,347$1.24M<0.01%+1,51313F-HRTimeline
Empirical Financial Services, LLC d.b.a…18,640$1.2M0.03%new13F-HRTimeline
Gallacher Capital Management LLC16,938$1.09M0.5%+8113F-HRTimeline
TSA Wealth Managment LLC16,495$1.06M0.39%-45313F-HRTimeline
Able Wealth Management LLC15,781$1.01M0.51%-2,37013F-HRTimeline
Palumbo Wealth Management LLC15,279$982K0.3%+2,21113F-HRTimeline
Advisory Services Network, LLC15,124$979K0.02%+25113F-HRTimeline
MN Wealth Advisors, LLC14,748$948K0.55%+6,77513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,431$928K<0.01%-1,89913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,787$886K<0.01%+1,49613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,322$857K<0.01%+3,33313F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,400$797K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC11,821$760K0.03%-24313F-HRTimeline
Compound Planning, Inc.11,698$752K0.03%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC11,345$729K0.42%+1,76213F-HRTimeline
KICKSTAND VENTURES, LLC.10,080$648K0.15%-28313F-HRTimeline
SYNOVUS FINANCIAL CORP9,479$610K0.01%-2,82413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,848$569K<0.01%+213F-HRTimeline
Mayflower Financial Advisors, LLC8,500$546K0.08%+13713F-HRTimeline
Fort Point Capital Partners LLC8,444$543K0.05%+613F-HRTimeline
Patten Group, Inc.8,364$538K0.11%013F-HRTimeline
CENTAURUS FINANCIAL, INC.8,345$537K0.03%new13F-HRTimeline
One Wealth Advisors, LLC8,276$532K0.07%+3013F-HRTimeline
Larson Financial Group LLC8,057$518K0.02%-2,35913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,966$512K0.07%new13F-HRTimeline
Brookwood Investment Group LLC7,745$498K0.08%+37113F-HRTimeline
Brightwater Advisory LLC7,674$493K0.35%-1,01213F-HR/ATimeline
Retireful, LLC7,228$465K0.32%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,114$457K0.02%-1,04513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,049$453K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,009$451K<0.01%-14,75913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,168$397K<0.01%-1,70713F-HRTimelineGroup
Cypress Wealth Services, LLC6,151$395K0.07%+4513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,042$388K<0.01%+40813F-HRTimelineGroup
AMERIFLEX GROUP, INC.6,115$388K0.2%+83913F-HRTimeline
Cambridge Investment Research Advisors,…5,721$368K<0.01%new13F-HRTimeline
GTS SECURITIES LLC5,679$365K0.02%+74113F-HRTimeline
Private Advisor Group, LLC5,554$357K<0.01%new13F-HRTimeline
Castleview Partners, LLC5,512$354K0.23%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,445$350K0.02%-23013F-HR/ATimeline
Janney Montgomery Scott LLC5,423$349K<0.01%-1,19813F-HRTimeline
Prospera Financial Services Inc5,226$336K0.01%-24413F-HRTimeline
GREENLEAF TRUST4,970$320K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning4,492$289K<0.01%+14313F-HRTimelineGroup
Detalus Advisors, LLC3,938$253K0.07%new13F-HRTimeline
Dynamic Advisor Solutions LLC3,675$236K0.01%-2,50013F-HRTimeline
Good Life Advisors, LLC3,564$229K0.01%013F-HRTimeline
MGO ONE SEVEN LLC3,482$224K0.01%new13F-HRTimeline
AWM CAPITAL, LLC3,444$221K0.02%new13F-HRTimeline
Triumph Capital Management3,384$218K0.07%new13F-HR/ATimeline
FMR LLCin group FMR LLC3,064$197K<0.01%+1,26813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,757$177K0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,548$164K<0.01%+1,81713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,674$108K<0.01%013F-HRTimeline
COMERICA BANK1,671$107K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,671$107K<0.01%-613F-HRTimeline
Sunbelt Securities, Inc.1,524$88.8K0.01%new13F-HRTimeline
Rossby Financial, LCC1,268$81.5K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.901$57.9K<0.01%-35713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC896$57.6K0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC863$55.5K0.01%-80913F-HRTimeline
Smartleaf Asset Management LLC687$43.7K<0.01%+52913F-HRTimeline
Legacy Investment Solutions, LLC669$43K0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…669$43K0.02%-89513F-HRTimelineGroup
NewEdge Advisors, LLC493$31.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…378$24.3K<0.01%-1713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV357$23K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN314$20.2K<0.01%+31413F-HRTimelineGroup
IFP Advisors, Inc314$20.2K<0.01%+15413F-HRTimeline
Allworth Financial LP257$16.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA252$16.2K<0.01%+2913F-HRTimeline
Global Retirement Partners, LLC206$13.2K<0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC124$8.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC121$7.78K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC107$6.88K<0.01%013F-HRTimeline
LGT Financial Advisors LLC48$3.09K0.01%-313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29$1.86K<0.01%-213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1$64<0.01%-56113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.