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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

47 hedge funds and large institutions have $152M invested in JPMorgan US Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
17
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$2.14M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.93M
3
VIA
3
Vident Investment Advisory
Georgia
$2.18M
4
SPA
4
Shore Point Advisors
New Jersey
$8.46M
5
GRP
5
Global Retirement Partners
California
$964K

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$8.35M
2
Jane Street
2
Jane Street
New York
$388K
3
LPL Financial
3
LPL Financial
California
$823K
4
SEIA
4
Signature Estate & Investment Advisors
California
$3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$220K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$387K +$220K +5,839 +132%
SWP
27
Stratos Wealth Partners
Ohio
$377K +$377K +10,008 New
Citadel Advisors
28
Citadel Advisors
Florida
$372K +$372K +9,872 New
PFS
29
Prospera Financial Services
Texas
$346K -$134K -3,546 -28%
Goldman Sachs
30
Goldman Sachs
New York
$341K -$94K -2,494 -22%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$327K +$272K +7,215 +493%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$294K +$16.8K +446 +6%
FPCP
33
Fort Point Capital Partners
California
$268K -$1.36K -36 -0.5%
CG
34
Colony Group
Massachusetts
$267K -$4.71K -125 -2%
RJA
35
Raymond James & Associates
Florida
$237K +$11.3K +301 +5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$220K -$370K -9,823 -63%
HWA
37
HHM Wealth Advisors
Tennessee
$56.7K +$2.22K +59 +4%
HI
38
Harbour Investments
Wisconsin
$29.4K +$29.4K +779 New
Osaic Holdings
39
Osaic Holdings
Arizona
$27K +$26.2K +679 +3,395%
CFD
40
Creative Financial Designs
Indiana
$17.7K +$75 +2 +0.4%
MCC
41
Money Concepts Capital
Florida
$9.99K +$9.99K +265 New
IA
42
IFP Advisors
Florida
$8K – – –
UBS Group
43
UBS Group
Switzerland
$7.99K +$7.99K +212 New
Morgan Stanley
44
Morgan Stanley
New York
$5.35K -$15.4K -408 -74%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$5.24K +$5.24K +139 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$3K – – –
PTC
47
Private Trust Company
Ohio
$2K +$2K +52 New
IA
48
Integrity Advisory
Kansas
– -$352K -10,011 Closed
RIA
49
Realta Investment Advisors
Delaware
– -$30K -850 Closed
CIAS
50
Capital Investment Advisory Services
North Carolina
– -$4K -100 Closed
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