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Disclosery

JMOM J P MORGAN EXCHANGE TRADED F

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US MOMENTUM (fund)

141 managers (142 13F filers) reported a position in JMOM shares at 2026-03-31, 20,504,209 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
141
13F filers
142
New
26
Added
64
Reduced
31
Sold out
14
Shares held by filers
20,504,209

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…9,124,355$628M1.38%-3,122,33913F-HRTimeline
Blue Trust, Inc.4,767,446$324M3.71%+83,51213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,261,920$86M0.55%+152,67013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO757,727$49.8M<0.01%+179,74313F-HR/ATimelineGroup
Shore Point Advisors, LLC657,113$34.6M13.65%+20,00513F-HRTimeline
LPL Financial LLC414,316$28.1M0.01%+41,64313F-HRTimeline
Nova R Wealth, Inc.242,989$16.5M5.27%+88,31613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC238,948$16.2M3.19%+105,96713F-HRTimeline
CWM, LLCin group CWM, LLC191,103$13M0.03%+65,30413F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC188,864$12.8M2.31%+13,93013F-HRTimeline
West Wealth Group, LLC180,372$12.3M2.42%+74,24213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC168,597$11.5M0.1%+12,00713F-HRTimelineGroup
Cassia Capital Partners, LLC141,476$9.61M4.94%+11,61013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP117,081$7.95M0.01%-99213F-HRTimelineGroup
Orion Porfolio Solutions, LLC89,381$6.07M0.05%+28,56013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC79,886$5.43M0.03%+92713F-HRTimelineGroup
5T Wealth, LLC76,527$5.2M2.05%+8,81813F-HRTimeline
Kingsview Wealth Management, LLC65,480$4.45M0.06%+75513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding63,533$4.32M-1,648Timeline
Kathmere Capital Management, LLC60,248$4.09M0.25%-54213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/56,584$3.84M<0.01%+3,87313F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC53,942$3.66M0.92%+14,18613F-HRTimeline
Vise Technologies, Inc.53,358$3.64M0.07%013F-HRTimeline
Delos Wealth Advisors, LLC48,912$3.32M1.9%+3,55813F-HRTimeline
Strategic Financial Services, Inc.48,587$3.3M0.16%-51213F-HRTimeline
3Chopt Investment Partners, LLC48,059$3.26M0.75%013F-HRTimeline
INTRUST BANK NA45,825$3.11M0.25%-4,01413F-HRTimeline
Wealth Enhancement Trust Services, Inc.45,092$3.06M0.37%+34,04313F-HRTimeline
Skyline Advisors, Inc.43,418$2.95M1.03%new13F-HRTimeline
Cetera Investment Advisers41,980$2.85M<0.01%+1,90313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,545$2.69M<0.01%+20,19613F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC38,770$2.63M0.36%-399,01913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/38,575$2.62M0.94%+2,14213F-HRTimelineGroup
EP Wealth Advisors, LLC37,728$2.56M0.01%new13F-HRTimeline
HighTower Advisors, LLC36,529$2.48M<0.01%-21,49513F-HRTimeline
WIN ADVISORS, INC35,103$2.38M1.09%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,631$2.35M<0.01%-11,21013F-HRTimelineGroup
CFS Investment Advisory Services, LLC29,905$2.24M0.15%+1,83813F-HRTimeline
NorthCrest Asset Manangement, LLC31,644$2.19M0.07%+9213F-HRTimeline
Hershey Financial Advisers, LLC31,956$2.17M1.87%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,932$2.17M<0.01%+5,03613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,434$1.8M<0.01%+6,53313F-HRTimelineGroup
Professional Financial Advisors, LLC24,532$1.67M0.34%+3,55413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,907$1.56M0.03%-2,05813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED22,761$1.55M0.11%new13F-HRTimeline
Composition Wealth, LLC22,542$1.53M0.02%-19613F-HRTimeline
Belpointe Asset Management LLC22,290$1.51M0.06%+2,25113F-HRTimeline
Wealthfront Advisers LLC21,103$1.43M<0.01%+3,18513F-HRTimeline
J HAGAN CAPITAL, INC.20,680$1.4M0.76%+4,51213F-HRTimeline
First Heartland Consultants, Inc.20,623$1.4M0.11%-40,74213F-HRTimeline
Contango Wealth Management LLC19,967$1.36M1.58%new13F-HRTimeline
Palumbo Wealth Management LLC19,949$1.35M0.33%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,780$1.28M<0.01%-4,96913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…17,677$1.2M0.02%+54413F-HRTimeline
Quantinno Capital Management LP16,659$1.13M<0.01%-2,53113F-HRTimeline
TSA Wealth Managment LLC16,359$1.11M0.36%+413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,214$1.03M<0.01%+1,42013F-HRTimelineGroup
Advisory Services Network, LLC14,635$994K0.01%+42213F-HRTimeline
MN Wealth Advisors, LLC14,444$981K0.48%+21613F-HRTimeline
17 CAPITAL PARTNERS, LLC14,114$959K0.5%+90413F-HRTimeline
Integrated Wealth Concepts LLC13,967$949K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,917$945K<0.01%-35713F-HRTimeline
Cambridge Investment Research Advisors,…12,981$882K<0.01%+1,08613F-HRTimeline
Gallacher Capital Management LLC12,702$863K0.33%-3,01513F-HRTimeline
AE Wealth Management LLC12,631$858K<0.01%+12,24613F-HRTimeline
Zhang Financial LLC12,345$838K0.03%new13F-HRTimeline
Private Advisor Group, LLC11,001$747K<0.01%-27913F-HRTimeline
KICKSTAND VENTURES, LLC.10,650$723K0.15%+14413F-HRTimeline
One Wealth Advisors, LLC9,820$667K0.08%-22113F-HRTimeline
GTS SECURITIES LLC9,304$632K0.02%new13F-HRTimeline
Brookwood Investment Group LLC8,917$606K0.08%+42513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC8,698$591K0.08%+80213F-HRTimeline
Mayflower Financial Advisors, LLC8,665$589K0.07%-313F-HRTimeline
Patten Group, Inc.8,335$566K0.1%+53413F-HRTimeline
Asempa Wealth Advisors8,003$551K0.48%+44013F-HRTimeline
Prospera Financial Services Inc7,945$540K0.01%+61613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,731$525K<0.01%-44513F-HRTimelineGroup
Linscomb Wealth, Inc.7,420$504K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,357$500K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,283$495K<0.01%new13F-HRTimelineGroup
Able Wealth Management LLC7,216$490K0.13%+27313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,058$479K0.02%013F-HRTimeline
Brightwater Advisory LLC7,010$476K0.31%-2213F-HRTimeline
NewEdge Advisors, LLC6,523$443K<0.01%+13913F-HR/ATimeline
Midwest Trust Co6,286$427K0.01%new13F-HRTimeline
Cypress Wealth Services, LLC6,138$417K0.06%-1013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP6,129$416K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,768$392K<0.01%-18,62813F-HRTimelineGroup
Creative Planningin group Creative Planning5,654$384K<0.01%+2913F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…5,194$353K0.02%new13F-HRTimeline
Triumph Capital Management5,098$346K0.07%+1,57613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,034$342K0.02%-33913F-HRTimeline
Castleview Partners, LLC4,960$337K0.17%+17513F-HRTimeline
Sanctuary Advisors, LLC4,803$326K<0.01%+1,07213F-HRTimeline
FMR LLCin group FMR LLC4,778$324K<0.01%+1,46013F-HRTimelineGroup
Janney Montgomery Scott LLC4,698$319K<0.01%-46413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,577$311K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,535$308K<0.01%-1,44013F-HRTimelineGroup
TBH Global Asset Management, LLC4,461$303K0.06%new13F-HRTimeline
MGO ONE SEVEN LLC4,353$296K0.01%+82113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,320$293K<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC4,066$276K0.02%+1,12613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,783$257K0.01%+76613F-HRTimelineGroup
Burk Holdings LLC3,770$256K0.11%013F-HRTimeline
Detalus Advisors, LLC3,716$252K0.06%-23013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,550$241K0.03%+38213F-HRTimeline
AWM CAPITAL, LLC3,468$236K0.02%+713F-HRTimeline
Foundations Investment Advisors, LLC3,273$222K<0.01%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,074$209K0.05%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…3,047$207K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,031$206K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,002$204K<0.01%-2213F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,928$199K<0.01%+1,12413F-HRTimeline
Acropolis Investment Management, LLC1,993$135K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,671$115K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,675$110K<0.01%+98813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,450$98.5K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC1,268$87.3K0.02%013F-HRTimeline
Root Financial Partners, LLC1,274$86.5K<0.01%013F-HRTimeline
Larson Financial Group LLC1,083$73.6K<0.01%-2213F-HRTimeline
HHM Wealth Advisors, LLC868$58.9K0.01%013F-HRTimeline
IFP Advisors, Inc781$53K<0.01%+41713F-HRTimeline
Federation des caisses Desjardins du Qu…691$46.9K<0.01%+12113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…669$45.4K0.02%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC653$44.4K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.650$44K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$34K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…467$31.7K<0.01%+9013F-HR/ATimelineGroup
Allworth Financial LP352$23.9K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…331$22.5K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN276$18.8K<0.01%-1,38813F-HR/ATimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC254$17.3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.239$16.3K<0.01%-34313F-HRTimeline
Family Capital Trust Co184$12.5K<0.01%+6413F-HR/ATimeline
Lloyd Advisory Services, LLC.179$12.2K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.179$12.2K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV141$9.58K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC127$8.63K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC107$7.27K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC40$2.72K<0.01%13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management27$1.83K<0.01%013F-HRTimelineGroup