Skip to content
Disclosery

JMOM J P MORGAN EXCHANGE TRADED F

Follow

US MOMENTUM (fund)

122 managers (123 13F filers) reported a position in JMOM shares at 2025-09-30, 21,575,607 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
122
13F filers
123
New
19
Added
40
Reduced
48
Sold out
13
Shares held by filers
21,575,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…11,896,007$805M1.22%+301,81213F-HRTimeline
Blue Trust, Inc.4,288,928$291M3.27%-9,15013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.996,581$67.7M0.5%+73,74813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO530,619$36M<0.01%-210,04213F-HR/ATimelineGroup
Shore Point Advisors, LLC496,782$33.7M14.92%-1,30513F-HRTimeline
Klaas Financial Asset Advisors, LLC434,635$29.5M4.43%+2,83213F-HRTimeline
LPL Financial LLC367,207$24.9M0.01%-239,69213F-HRTimeline
ARQ WEALTH ADVISORS, LLC163,440$11.1M3.28%-8,55713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC162,332$11M0.11%-2,12513F-HRTimelineGroup
Nova R Wealth, Inc.150,468$10.2M4.33%+2,35513F-HRTimeline
Cassia Capital Partners, LLC133,754$9.08M4.96%-19413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC125,538$8.52M2.23%+5,32913F-HRTimeline
West Wealth Group, LLC98,419$6.67M1.5%+2,60313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC81,724$5.55M0.03%-1,22713F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC68,238$4.63M0.04%+2,82013F-HRTimeline
5T Wealth, LLC66,504$4.52M1.97%+3,93813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding65,055$4.42M-166Timeline
CWM, LLCin group CWM, LLC63,387$4.3M0.01%+18,04313F-HRTimelineGroup
Kathmere Capital Management, LLC62,622$4.25M0.3%-4213F-HRTimeline
HighTower Advisors, LLC60,748$4.13M<0.01%+1,50113F-HRTimeline
Kingsview Wealth Management, LLC60,576$4.11M0.06%new13F-HRTimeline
Systelligence, LLC59,886$4.07M0.77%-89,17513F-HRTimeline
INTRUST BANK NA50,826$3.45M0.29%-2,28513F-HRTimeline
Strategic Financial Services, Inc.50,403$3.42M0.17%-2,21013F-HRTimeline
3Chopt Investment Partners, LLC48,059$3.26M0.74%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,115$3.2M<0.01%+18,68113F-HR/ATimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/45,076$3.06M1.2%+99113F-HRTimelineGroup
Delos Wealth Advisors, LLC44,564$3.03M2.04%+2,28513F-HRTimeline
KELLY FINANCIAL GROUP LLC40,465$2.75M0.73%-1,85413F-HRTimeline
Cetera Investment Advisers38,858$2.64M<0.01%-39113F-HRTimeline
Elevation Capital Advisory, LLC36,993$2.51M1%new13F-HRTimeline
Crossmark Global Holdings, Inc.35,865$2.43M0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,381$2.4M<0.01%+77513F-HRTimelineGroup
Atria Investments, Inc32,099$2.18M0.02%new13F-HRTimeline
NorthCrest Asset Manangement, LLC29,870$2.02M0.05%+2,66513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,689$1.74M0.04%-5413F-HRTimelineGroup
Composition Wealth, LLC24,089$1.64M0.02%new13F-HRTimeline
IFG Advisory, LLC21,101$1.43M0.07%+59413F-HRTimeline
Professional Financial Advisors, LLC20,390$1.38M0.29%-1,76813F-HRTimeline
CFS Investment Advisory Services, LLC20,074$1.38M0.1%-12813F-HRTimeline
Wealthfront Advisers LLC19,245$1.31M<0.01%-10213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,865$1.28M<0.01%+5,07813F-HRTimelineGroup
Vise Technologies, Inc.18,421$1.25M0.05%-57,79313F-HRTimeline
Empirical Financial Services, LLC d.b.a…17,733$1.2M0.02%-90713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,411$1.11M<0.01%+1,98013F-HRTimelineGroup
TSA Wealth Managment LLC16,363$1.11M0.38%-13213F-HRTimeline
Belpointe Asset Management LLC16,152$1.1M0.04%+4,33113F-HRTimeline
Integrated Wealth Concepts LLC16,093$1.09M0.01%-177,69613F-HRTimeline
Gallacher Capital Management LLC15,571$1.06M0.42%-1,36713F-HRTimeline
Quantinno Capital Management LP15,456$1.05M<0.01%new13F-HRTimeline
Advisory Services Network, LLC14,610$992K0.01%-51413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,642$972K<0.01%+1,32013F-HRTimelineGroup
MN Wealth Advisors, LLC14,230$966K0.52%-51813F-HRTimeline
17 CAPITAL PARTNERS, LLC12,560$853K0.46%+1,21513F-HRTimeline
Private Advisor Group, LLC11,569$786K<0.01%+6,01513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,408$707K<0.01%-106,17813F-HRTimelineGroup
Able Wealth Management LLC10,333$702K0.26%-5,44813F-HRTimeline
KICKSTAND VENTURES, LLC.10,046$682K0.15%-3413F-HRTimeline
SYNOVUS FINANCIAL CORP9,976$678K0.01%+49713F-HRTimeline
GTS SECURITIES LLC9,849$669K0.03%+4,17013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,393$638K<0.01%+2,34413F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,152$621K<0.01%+3,43113F-HRTimeline
CENTAURUS FINANCIAL, INC.8,605$584K0.03%+26013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,523$579K<0.01%-32513F-HRTimeline
Mayflower Financial Advisors, LLC8,439$573K0.07%-6113F-HRTimeline
Patten Group, Inc.8,174$555K0.11%-19013F-HRTimeline
One Wealth Advisors, LLC7,967$541K0.07%-30913F-HRTimeline
Brookwood Investment Group LLC7,958$540K0.07%+21313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,793$529K0.07%-17313F-HRTimeline
Brightwater Advisory LLC7,567$514K0.35%-10713F-HRTimeline
Hershey Financial Advisers, LLC7,322$497K0.43%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,145$485K<0.01%+97713F-HR/ATimelineGroup
DAYMARK WEALTH PARTNERS, LLC7,114$483K0.02%013F-HRTimeline
Prospera Financial Services Inc6,918$470K0.01%+1,69213F-HRTimeline
Cypress Wealth Services, LLC6,148$417K0.07%-313F-HRTimeline
Creative Planningin group Creative Planning5,948$404K<0.01%+1,45613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,539$376K<0.01%-50313F-HRTimelineGroup
Janney Montgomery Scott LLC5,442$370K<0.01%+1913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,374$365K0.02%-7113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,577$311K0.01%new13F-HRTimeline
Castleview Partners, LLC4,526$307K0.17%-98613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,412$300K<0.01%new13F-HRTimelineGroup
Retireful, LLC4,261$289K0.28%-2,96713F-HRTimeline
FMR LLCin group FMR LLC4,218$286K<0.01%+1,15413F-HRTimelineGroup
Triumph Capital Management4,152$282K0.08%+76813F-HR/ATimeline
TBH Global Asset Management, LLC3,843$261K0.05%new13F-HRTimeline
Burk Holdings LLC3,770$256K0.14%new13F-HRTimeline
Detalus Advisors, LLC3,698$251K0.07%-24013F-HRTimeline
MGO ONE SEVEN LLC3,476$236K0.01%-613F-HRTimeline
AWM CAPITAL, LLC3,453$234K0.02%+913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,548$173K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,674$114K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,671$113K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,632$111K<0.01%+1,31813F-HRTimelineGroup
COMERICA BANK1,487$101K<0.01%-18413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,450$98.4K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC1,274$86.5K0.01%new13F-HRTimeline
Rossby Financial, LCC1,268$86.1K0.03%013F-HRTimeline
Larson Financial Group LLC1,120$76.1K<0.01%-6,93713F-HRTimeline
HARBOUR INVESTMENTS, INC.902$61.3K<0.01%+113F-HRTimeline
HHM Wealth Advisors, LLC865$58.8K0.01%+213F-HRTimeline
Abich Financial Wealth Management LLC755$51.3K0.02%13F-HRTimeline
Smartleaf Asset Management LLC687$46.6K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…669$45.4K0.02%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.650$44K0.02%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$34K0.01%-39613F-HRTimelineGroup
NewEdge Advisors, LLC493$33.5K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…377$25.6K<0.01%-113F-HRTimelineGroup
IFP Advisors, Inc351$23.8K<0.01%+3713F-HR/ATimeline
Global Retirement Partners, LLC306$20.8K<0.01%+10013F-HRTimeline
Allworth Financial LP257$17.5K<0.01%013F-HRTimeline
MAI Capital Management210$14.2K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV140$9.54K<0.01%-21713F-HRTimeline
Bare Financial Services, Inc123$8.35K<0.01%new13F-HRTimeline
AE Wealth Management LLC121$8.22K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC107$7.27K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.66$4.48K<0.01%new13F-HRTimelineGroup
LGT Financial Advisors LLC48$3.26K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27$1.83K<0.01%-213F-HRTimelineGroup
Goodman Advisory Group, LLC15$1.02K<0.01%new13F-HRTimeline
CVA Family Office, LLC6$407<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$68<0.01%013F-HRTimelineGroup