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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

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
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

1
SC
1
Savant Capital
Illinois
$3.1M
2
VIA
2
Vident Investment Advisory
Georgia
$4.45M
3
Jane Street
3
Jane Street
New York
$1.8M
4
LPL Financial
4
LPL Financial
California
$2.12M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.55M

Top Sellers

1
EH
1
Equitable Holdings
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$358K
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.03M
5
GRP
5
Global Retirement Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$315K +$315K +7,933 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$314K +$4.25K +107 +1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$291K -$117K -2,947 -29%
FPCP
29
Fort Point Capital Partners
California
$282K +$317 +8 +0.1%
CG
30
Colony Group
Massachusetts
$259K -$22.4K -565 -8%
Citadel Advisors
31
Citadel Advisors
Florida
$256K -$136K -3,416 -35%
HI
32
Harbour Investments
Wisconsin
$111K +$80.4K +2,027 +260%
UBS Group
33
UBS Group
Switzerland
$63.2K +$54.8K +1,380 +651%
HWA
34
HHM Wealth Advisors
Tennessee
$62.1K +$2.34K +59 +4%
Osaic Holdings
35
Osaic Holdings
Arizona
$34.2K +$6.51K +164 +23%
AAS
36
Ameritas Advisory Services
Nebraska
$32.7K +$32.7K +822 New
Morgan Stanley
37
Morgan Stanley
New York
$24.2K +$18.6K +468 +330%
CFD
38
Creative Financial Designs
Indiana
$18.7K +$79 +2 +0.4%
ASN
39
Advisory Services Network
Georgia
$7.7K +$7.7K +194 New
PP
40
Pacifica Partners
Canada
$5.51K +$5.51K +141 New
IA
41
IFP Advisors
Florida
$4.35K -$3.81K -140 -47%
CCP
42
Clarkston Capital Partners
Michigan
$4.01K +$4.01K +101 New
CIAS
43
Capital Investment Advisory Services
North Carolina
$3.97K +$3.97K +100 New
SWM
44
Spire Wealth Management
Virginia
$2.34K +$2.34K +59 New
PTC
45
Private Trust Company
Ohio
$2.1K +$40 +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
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