JPMorgan US Momentum Factor ETF
JMOM
34 hedge funds and large institutions have $163M invested in JPMorgan US Momentum Factor ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
42% more funds holding
Funds holding: 24 → 34 (+10)
9% more capital invested
Capital invested by funds: $150M → $163M (+$13M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.29% less ownership
Funds ownership: 79.19% → 77.89% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.89M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.85M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.67M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.45M |
| 5 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$960K |
| 2 |
JP Morgan Chase
New York
|
-$655K |
| 3 |
Rockefeller Capital Management
New York
|
-$172K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWA
26
HHM Wealth Advisors
Chattanooga,
Tennessee
| $57K | – | – | – |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $30K | +$30.7K | +682 | New |
|
28
Morgan Stanley
New York
| $20K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $16K | +$16.7K | +371 | New |
|
|
CIAS
30
Capital Investment Advisory Services
Raleigh,
North Carolina
| $4K | – | – | – |
|
31
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2K | – | – | – |
|
|
32
Jane Street
New York
| – | -$960K | -22,039 | Closed |
|
|
GRP
33
Global Retirement Partners
San Rafael,
California
| – | +$135 | +3 | New |
|
JMOM Hedge Fund Activity: Q3 2021 in Review
34 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2021, worth a combined $163M — up 8.7% from $150M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JMOM positions and 1 closed out — a net gain of 11 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $3.89M. The largest seller was Jane Street, exiting entirely with an estimated $960K sold.
- 34 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2021, up from 24 in Q2 2021.
- Funds reported $163M of JPMorgan US Momentum Factor ETF stock for Q3 2021, up 8.7% quarter-over-quarter.
- 12 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2021 and 1 closed out, a net change of +11 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q3 2021 was Raymond James & Associates, an estimated $3.89M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q3 2021 was Jane Street, an estimated $960K sold.
Based on aggregated 13F filings for Q3 2021.