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JPMorgan US Momentum Factor ETF

118 hedge funds and large institutions have $1.42B invested in JPMorgan US Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.58%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
48
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$749M 11,594,195 -39,265 -0.3%
BTI
2
Blue Trust Inc
Georgia
$276M 4,298,078 +156,450 +4%
EH
3
Equitable Holdings
New York
$59.3M 922,833 +81,745 +10%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$47.6M 740,661 +285,477 +63%
LPL Financial
5
LPL Financial
California
$39M 606,899 +408,553 +206%
SPA
6
Shore Point Advisors
New Jersey
$32M 498,087 -233 -0%
KFAA
7
Klaas Financial Asset Advisors
Illinois
$27.8M 431,803 +7,147 +2%
IWC
8
Integrated Wealth Concepts
Massachusetts
$12.5M 193,789 +6,877 +4%
VA
9
Vident Advisory
Georgia
$10.6M 164,457 -19,219 -10%
AWA
10
ARQ Wealth Advisors
Arizona
$9.69M 171,997
SL
11
Systelligence LLC
Minnesota
$9.58M 149,061 +149,061 New
NRW
12
Nova R Wealth
Kansas
$9.52M 148,113 +7,044 +5%
CWM
13
Cornerstone Wealth Management
Missouri
$9.51M 147,929 -2,024 -1%
CCP
14
Cassia Capital Partners
North Carolina
$8.61M 133,948 -3,041 -2%
MCA
15
Magnolia Capital Advisors
Mississippi
$7.73M 120,209 -21,952 -15%
Corient Private Wealth
16
Corient Private Wealth
Florida
$7.5M 116,586 +112,136 +2,520%
WWG
17
West Wealth Group
California
$6.22M 95,816 +5,322 +6%
SC
18
Savant Capital
Illinois
$5.46M 84,854 -3,252 -4%
VT
19
Vise Technologies
New York
$4.9M 76,214 +76,214 New
BCI
20
Brinker Capital Investments
Pennsylvania
$4.21M 65,418 +1,877 +3%
FTS
21
Fifth Third Securities
Ohio
$4.19M 65,221 +2,662 +4%
KCM
22
Kathmere Capital Management
Pennsylvania
$4.03M 62,664 +309 +0.5%
5W
23
5T Wealth
California
$4.02M 62,566 +35,363 +130%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.81M 59,247 +567 +1%
IB
25
Intrust Bank
Kansas
$3.41M 53,111 -29 -0.1%