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JPMorgan US Momentum Factor ETF
JMOM

35 hedge funds and large institutions have $178M invested in JPMorgan US Momentum Factor ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $163M → $178M (+$14.9M)

3% more funds holding

Funds holding: 34 → 35 (+1)

9.37% less ownership

Funds ownership: 77.89% → 68.52% (-9.4%)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
15
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NR
Newfound Research
Massachusetts
+$1.25M
2
Jane Street
Jane Street
New York
+$1.02M
3
Citigroup
Citigroup
New York
+$808K
4
SAM
Stringer Asset Management
Tennessee
+$676K
5
5L
55I LLC
Massachusetts
+$636K

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.04M
2
RJA
Raymond James & Associates
Florida
-$1.06M
3
Goldman Sachs
Goldman Sachs
New York
-$916K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$871K
5
FTUS
Flow Traders U.S.
New York
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kathmere Capital Management
Pennsylvania
$240K – – –
CA
27
Clearstead Advisors
Ohio
$81K – – –
HWA
28
HHM Wealth Advisors
Tennessee
$63K +$330 +7 +0.5%
EWA
29
EverSource Wealth Advisors
Alabama
$44K +$42.7K +905 New
Morgan Stanley
30
Morgan Stanley
New York
$28K +$6.7K +142 +32%
Osaic Holdings
31
Osaic Holdings
Arizona
$18K – – –
GLLW
32
Graves Light Lenhart Wealth
Virginia
$10K +$9.54K +202 New
CIAS
33
Capital Investment Advisory Services
North Carolina
$5K – – –
CFGS
34
Concourse Financial Group Securities
Alabama
$2K -$30.4K -645 -95%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2K – – –
Goldman Sachs
36
Goldman Sachs
New York
– -$916K -20,871 Closed
FTUS
37
Flow Traders U.S.
New York
– -$682K -15,541 Closed
SFC
38
SYM Financial Corp
Indiana
– -$114K -2,606 Closed
UBS Group
39
UBS Group
Switzerland
– -$82K -1,870 Closed
Wells Fargo
40
Wells Fargo
California
– -$47 -1 Closed
1
2

JMOM Hedge Fund Activity: Q4 2021 in Review

35 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q4 2021, worth a combined $178M — up 9.1% from $163M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JMOM positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Newfound Research, adding an estimated $1.25M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $2.04M.

  • 35 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $178M of JPMorgan US Momentum Factor ETF stock for Q4 2021, up 9.1% quarter-over-quarter.
  • 8 funds opened new JPMorgan US Momentum Factor ETF positions in Q4 2021 and 7 closed out, a net change of +1 holder.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q4 2021 was Newfound Research, an estimated $1.25M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q4 2021 was Thrivent Financial for Lutherans, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2021.