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JPMorgan US Momentum Factor ETF

121 hedge funds and large institutions have $1.46B invested in JPMorgan US Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2.57% less ownership

Funds ownership: 82.41%79.84% (-2.6%)

19% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 48

Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$3.2M
CB
27
Centennial Bank
Arkansas
$3.06M
DWA
28
Delos Wealth Advisors
Texas
$3.03M
KFG
29
Kelly Financial Group
Connecticut
$2.75M
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.64M
ECA
31
Elevation Capital Advisory
Oregon
$2.51M
CGH
32
Crossmark Global Holdings
Texas
$2.43M
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.4M
AI
34
Atria Investments
North Carolina
$2.18M
NAM
35
NorthCrest Asset Manangement
Minnesota
$2.02M
SEIA
36
Signature Estate & Investment Advisors
California
$1.74M
MMA
37
Miracle Mile Advisors
California
$1.64M
IA
38
IFG Advisory
Georgia
$1.43M
PFA
39
Professional Financial Advisors
Nebraska
$1.38M
CIAS
40
CFS Investment Advisory Services
New Jersey
$1.38M
Wealthfront Advisers
41
Wealthfront Advisers
California
$1.31M
Raymond James Financial
42
Raymond James Financial
Florida
$1.28M
VT
43
Vise Technologies
New York
$1.25M
EWM
44
Empirical Wealth Management
Washington
$1.2M
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.11M
TWM
46
TSA Wealth Management
Texas
$1.11M
BAM
47
Belpointe Asset Management
Nevada
$1.1M
IWC
48
Integrated Wealth Concepts
Massachusetts
$1.09M
GCM
49
Gallacher Capital Management
Colorado
$1.06M
QCM
50
Quantinno Capital Management
New York
$1.05M