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JPMorgan US Momentum Factor ETF
JMOM

45 hedge funds and large institutions have $165M invested in JPMorgan US Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

8% more capital invested

Capital invested by funds: $152M → $165M (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.02% less ownership

Funds ownership: 70.51% → 70.49% (-0.02%)

4% less funds holding

Funds holding: 47 → 45 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
24
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$2.16M
2
VIA
Vident Investment Advisory
Georgia
+$2.12M
3
Jane Street
Jane Street
New York
+$1.37M
4
LPL Financial
LPL Financial
California
+$1.23M
5
Goldman Sachs
Goldman Sachs
New York
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$2.14M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.73M
3
Prudential Financial
Prudential Financial
New Jersey
-$1.14M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$986K
5
GRP
Global Retirement Partners
California
-$964K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$315K +$309K +7,933 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$314K +$4.17K +107 +1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$291K -$115K -2,947 -29%
FPCP
29
Fort Point Capital Partners
California
$282K +$312 +8 +0.1%
CG
30
Colony Group
Massachusetts
$259K -$22K -565 -8%
Citadel Advisors
31
Citadel Advisors
Florida
$256K -$133K -3,416 -35%
HI
32
Harbour Investments
Wisconsin
$111K +$78.9K +2,027 +260%
UBS Group
33
UBS Group
Switzerland
$63.2K +$53.7K +1,380 +651%
HWA
34
HHM Wealth Advisors
Tennessee
$62.1K +$2.3K +59 +4%
Osaic Holdings
35
Osaic Holdings
Arizona
$34.2K +$6.39K +164 +23%
AAS
36
Ameritas Advisory Services
Nebraska
$32.7K +$32K +822 New
Morgan Stanley
37
Morgan Stanley
New York
$24.2K +$18.2K +468 +330%
CFD
38
Creative Financial Designs
Indiana
$18.7K +$78 +2 +0.4%
ASN
39
Advisory Services Network
Georgia
$7.7K +$7.55K +194 New
PP
40
Pacifica Partners
Canada
$5.51K +$5.49K +141 New
IA
41
IFP Advisors
Florida
$4.35K -$5.45K -140 -47%
CCP
42
Clarkston Capital Partners
Michigan
$4.01K +$3.93K +101 New
CIAS
43
Capital Investment Advisory Services
North Carolina
$3.97K +$3.89K +100 New
SWM
44
Spire Wealth Management
Virginia
$2.34K +$2.3K +59 New
PTC
45
Private Trust Company
Ohio
$2.1K +$39 +1 +2%
Wells Fargo
46
Wells Fargo
California
$29 – – –
EH
47
Equitable Holdings
New York
– -$2.14M -56,897 Closed
Prudential Financial
48
Prudential Financial
New Jersey
– -$1.14M -30,269 Closed
GRP
49
Global Retirement Partners
California
– -$964K -25,586 Closed
SWP
50
Stratos Wealth Partners
Ohio
– -$377K -10,008 Closed
1
2
3

JMOM Hedge Fund Activity: Q1 2023 in Review

45 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q1 2023, worth a combined $165M — up 8.1% from $152M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JMOM and 8 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 24 added.

The largest buyer was Savant Capital, adding an estimated $2.16M. The largest seller was Equitable Holdings, exiting entirely with an estimated $2.14M sold.

  • 45 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q1 2023, down from 47 in Q4 2022.
  • Funds reported $165M of JPMorgan US Momentum Factor ETF stock for Q1 2023, up 8.1% quarter-over-quarter.
  • 8 funds opened new JPMorgan US Momentum Factor ETF positions in Q1 2023 and 10 closed out, a net change of -2 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q1 2023 was Savant Capital, an estimated $2.16M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q1 2023 was Equitable Holdings, an estimated $2.14M sold.

Based on aggregated 13F filings for Q1 2023.