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Disclosery

JMOM J P MORGAN EXCHANGE TRADED F

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US MOMENTUM (fund)

130 managers (131 13F filers) reported a position in JMOM shares at 2025-12-31, 22,980,661 shares in all. 17 filers opened a position and 12 filers sold out during the quarter.

Managers
130
13F filers
131
New
17
Added
57
Reduced
33
Sold out
12
Shares held by filers
22,980,661

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…12,246,694$860M1.17%+350,68713F-HRTimeline
Blue Trust, Inc.4,683,934$319M3.61%+395,00613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,109,250$75.6M0.52%+112,66913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO577,984$39.4M<0.01%+47,36513F-HRTimelineGroup
Shore Point Advisors, LLC637,108$34M14.37%+140,32613F-HRTimeline
Klaas Financial Asset Advisors, LLC437,789$29.8M4.33%+3,15413F-HRTimeline
LPL Financial LLC372,673$25.4M0.01%+5,46613F-HRTimeline
ARQ WEALTH ADVISORS, LLC174,934$11.9M3.22%+11,49413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC156,590$10.7M0.1%-5,74213F-HRTimelineGroup
Nova R Wealth, Inc.154,673$10.5M3.84%+4,20513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC132,981$9.06M1.91%+7,44313F-HRTimeline
Cassia Capital Partners, LLC129,866$8.85M4.79%-3,88813F-HRTimeline
CWM, LLCin group CWM, LLC125,799$8.57M0.02%+62,41213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP118,073$8.05M0.01%+107,66513F-HR/ATimelineGroup
West Wealth Group, LLC106,130$7.23M1.5%+7,71113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC78,959$5.38M0.03%-2,76513F-HRTimelineGroup
5T Wealth, LLC67,709$4.61M1.84%+1,20513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding65,181$4.44M+126Timeline
Kingsview Wealth Management, LLC64,725$4.41M0.06%+4,14913F-HRTimeline
First Heartland Consultants, Inc.61,365$4.18M0.32%new13F-HRTimeline
Orion Porfolio Solutions, LLC60,821$4.14M0.03%-7,41713F-HRTimeline
Kathmere Capital Management, LLC60,790$4.14M0.28%-1,83213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP60,400$4.12M0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC58,024$3.95M<0.01%-2,72413F-HRTimeline
Vise Technologies, Inc.53,358$3.64M0.07%+34,93713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,711$3.59M<0.01%+5,59613F-HRTimelineGroup
Strategic Financial Services, Inc.49,099$3.46M0.16%-1,30413F-HRTimeline
INTRUST BANK NA49,839$3.4M0.28%-98713F-HRTimeline
3Chopt Investment Partners, LLC48,059$3.28M0.73%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,841$3.12M<0.01%+10,46013F-HRTimelineGroup
Delos Wealth Advisors, LLC45,354$3.09M2.04%+79013F-HRTimeline
Atria Investments, Inc41,504$2.83M0.03%+9,40513F-HRTimeline
Cetera Investment Advisers40,077$2.73M<0.01%+1,21913F-HRTimeline
KELLY FINANCIAL GROUP LLC39,756$2.71M0.69%-70913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/36,433$2.48M0.99%-8,64313F-HRTimelineGroup
NorthCrest Asset Manangement, LLC31,552$2.19M0.05%+1,68213F-HRTimeline
CFS Investment Advisory Services, LLC28,067$1.91M0.14%+7,99313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,896$1.83M<0.01%+8,03113F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,965$1.7M0.03%-72413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY24,396$1.66M<0.01%+17,25113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,749$1.62M<0.01%+7,33813F-HRTimelineGroup
Composition Wealth, LLC22,738$1.55M0.02%-1,35113F-HRTimeline
IFG Advisory, LLC21,573$1.47M0.06%+47213F-HRTimeline
Professional Financial Advisors, LLC20,978$1.43M0.29%+58813F-HRTimeline
Belpointe Asset Management LLC20,039$1.37M0.05%+3,88713F-HRTimeline
Palumbo Wealth Management LLC19,949$1.36M0.34%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,901$1.36M<0.01%+10,50813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,349$1.32M<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP19,190$1.31M<0.01%+3,73413F-HRTimeline
Wealthfront Advisers LLC17,918$1.22M<0.01%-1,32713F-HRTimeline
Empirical Financial Services, LLC d.b.a…17,133$1.17M0.02%-60013F-HRTimeline
TSA Wealth Managment LLC16,355$1.11M0.37%-813F-HRTimeline
J HAGAN CAPITAL, INC.16,168$1.1M0.61%new13F-HRTimeline
Gallacher Capital Management LLC15,717$1.07M0.41%+14613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,274$973K<0.01%+5,75113F-HRTimeline
MN Wealth Advisors, LLC14,228$970K0.49%-213F-HRTimeline
Advisory Services Network, LLC14,213$969K0.01%-39713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,794$940K<0.01%-84813F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC13,210$900K0.47%+65013F-HRTimeline
Cambridge Investment Research Advisors,…11,895$811K<0.01%+2,74313F-HRTimeline
Private Advisor Group, LLC11,280$769K<0.01%-28913F-HRTimeline
Wealth Enhancement Trust Services, Inc.11,049$753K0.1%13F-HRTimeline
KICKSTAND VENTURES, LLC.10,506$716K0.15%+46013F-HRTimeline
One Wealth Advisors, LLC10,041$684K0.08%+2,07413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,777$667K0.01%13F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.8,828$602K0.03%+22313F-HRTimeline
Mayflower Financial Advisors, LLC8,668$591K0.07%+22913F-HRTimeline
Brookwood Investment Group LLC8,492$579K0.07%+53413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,176$557K<0.01%+2,63713F-HR/ATimelineGroup
LAKE STREET PRIVATE WEALTH, LLC7,896$538K0.07%+10313F-HRTimeline
Patten Group, Inc.7,801$532K0.1%-37313F-HRTimeline
Asempa Wealth Advisors7,563$515K0.44%13F-HRTimeline
Prospera Financial Services Inc7,329$500K0.01%+41113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,058$481K0.02%-5613F-HRTimeline
Brightwater Advisory LLC7,032$479K0.32%-53513F-HRTimeline
Able Wealth Management LLC6,943$473K0.15%-3,39013F-HRTimeline
NewEdge Advisors, LLC6,384$435K<0.01%+5,89113F-HRTimeline
Cypress Wealth Services, LLC6,148$419K0.06%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,975$407K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning5,625$383K<0.01%-32313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …5,373$366K0.02%-113F-HRTimeline
Janney Montgomery Scott LLC5,162$352K<0.01%-28013F-HRTimeline
Castleview Partners, LLC4,785$326K0.16%+25913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,577$312K0.01%013F-HR/ATimeline
Detalus Advisors, LLC3,946$269K0.07%+24813F-HRTimeline
Burk Holdings LLC3,770$257K0.12%013F-HRTimeline
Sanctuary Advisors, LLC3,731$254K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC3,532$241K<0.01%+5613F-HRTimeline
Triumph Capital Management3,522$240K0.05%-63013F-HRTimeline
AWM CAPITAL, LLC3,461$236K0.02%+813F-HRTimeline
FMR LLCin group FMR LLC3,318$226K<0.01%-90013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,168$216K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,118$212K<0.01%-1,29413F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…3,047$208K0.03%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,024$206K<0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC3,017$206K0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,940$200K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,817$124K<0.01%-73113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,804$123K<0.01%+13013F-HRTimeline
Farther Finance Advisors, LLC1,671$114K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,664$113K<0.01%+3213F-HRTimelineGroup
COMERICA BANK1,487$101K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,450$98.8K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC1,274$86.8K<0.01%013F-HRTimeline
Rossby Financial, LCC1,268$86.4K0.03%013F-HRTimeline
Larson Financial Group LLC1,105$75.3K<0.01%-1513F-HRTimeline
HHM Wealth Advisors, LLC868$59.1K0.01%+313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC778$53.1K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC687$47.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…669$45.6K0.02%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.650$44K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.582$39.6K<0.01%-32013F-HRTimeline
Federation des caisses Desjardins du Qu…570$38.8K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$34.1K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC385$26.2K<0.01%+26413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…377$25.7K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc364$24.8K<0.01%+1313F-HRTimeline
Allworth Financial LP352$24K<0.01%+9513F-HRTimeline
Global Retirement Partners, LLC305$20.8K<0.01%-113F-HRTimeline
MAI Capital Management210$14.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV141$9.6K<0.01%+113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…133$9.09K<0.01%new13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC127$8.65K<0.01%+12613F-HRTimelineGroup
Bare Financial Services, Inc123$8.38K<0.01%013F-HRTimeline
Family Capital Trust Co120$8.18K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC107$7.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP106$7.22K<0.01%new13F-HRTimelineGroup
IFC & Insurance Marketing, Inc.101$7K0.01%13F-HRTimeline
ATWOOD & PALMER INC47$3.2K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27$1.84K<0.01%013F-HRTimelineGroup