Public ownership evidence

JPMorgan U.S. Momentum Factor ETF (JMOM) Ownership Disclosures

Read JMOM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan U.S. Momentum Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
11,473
Value (USD)
$646,619
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JMOM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JMOM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2911,473$646,619None
Corient Private Wealth LP2026-06-302026-08-28109,331$9,343,405None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-263,047$207,653None
Strategic Financial Services, Inc.2026-06-302026-08-2544,933$3,839,974None
Kingsview Wealth Management, LLC2026-06-302026-08-2067,756$5,790,443None
Corient Private Wealth LP2026-06-302026-08-18109,331$9,343,405None
Equitable Holdings, Inc.2026-06-302026-08-181,421,610$121,490,979None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15691$59,018None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15107$9,153None
J HAGAN CAPITAL, INC.2026-06-302026-08-1520,677$1,767,056None
Vertex Planning Partners, LLC2026-06-302026-08-152,711$231,642None
Ameritas Advisory Services, LLC2026-06-302026-08-154,409$376,759None
Delos Wealth Advisors, LLC2026-06-302026-08-1549,831$4,258,558None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-15236,029$20,171,077None
Foundations Investment Advisors, LLC2026-06-302026-08-153,216$274,804None
IFG Advisory, LLC2026-06-302026-08-1518,951$1,619,515None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,650$141,009None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,430$1,062,526None
JANE STREET GROUP, LLC2026-06-302026-08-157,860$671,716None
Orion Porfolio Solutions, LLC2026-06-302026-08-1565,000$5,554,868None
FLOW TRADERS U.S. LLC2026-06-302026-08-152,980$255,000None
GTS SECURITIES LLC2026-06-302026-08-159,567$817,596None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,818$1,779,106None
AMERIPRISE FINANCIAL INC2026-06-302026-08-152,457$209,975None
Cerity Partners LLC2026-06-302026-08-157,283$622,405None
Cresset Asset Management, LLC2026-06-302026-08-152,553$218,219None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-154,864$415,690None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1530,299$2,589,373None
ROYAL BANK OF CANADA2026-06-302026-08-1535$3,000None
ROYAL BANK OF CANADA2026-06-302026-08-1537,731$3,224,000None
Larson Financial Group LLC2026-06-302026-08-151,004$85,803None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1527,795$2,375,329None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,147$439,904None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$83None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,425$207,223None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1540,443$3,456,259None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1513,074$1,117,304None
Stonebridge Financial Group, LLC/CA2026-06-302026-08-149,337$797,000None
Silver Grove Financial Group, Inc.2026-06-302026-08-14544$46,490None
Burk Holdings LLC2026-06-302026-08-143,770$322,184None
Sanctuary Advisors, LLC2026-06-302026-08-146,045$516,606None
Quantinno Capital Management LP2026-06-302026-08-1429,288$2,502,952None
UBS Group AG2026-06-302026-08-14369$31,535None
Mariner, LLC2026-06-302026-08-144,517$386,004None
Creative Planning2026-06-302026-08-145,738$490,375None
Creative Planning2026-06-302026-08-14143$12,221None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-143,750$320,475None
VANGUARD ADVISERS INC2026-06-302026-08-1440$3,418None
MORGAN STANLEY2026-06-302026-08-14843$72,059None
MORGAN STANLEY2026-06-302026-08-1469$5,897None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Strategic Financial Services, Inc. ↗Kingsview Wealth Management, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Federation des caisses Desjardins du Quebec ↗FWL INVESTMENT MANAGEMENT, LLC ↗J HAGAN CAPITAL, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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