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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

46 hedge funds and large institutions have $167M invested in JPMorgan US Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
15
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$966K
2
SC
2
Savant Capital
Illinois
$4.14M
3
LPL Financial
3
LPL Financial
California
$2.98M
4
NRW
4
Nova R Wealth
Kansas
$423K
5
RF
5
RHS Financial
California
$329K

Top Sellers

1
BTI
1
Blue Trust Inc
Georgia
$111M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$6.78M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.06M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$422K
5
KW
5
KWB Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$322K +$322K +7,602 New
RJA
27
Raymond James & Associates
Florida
$316K +$316K +7,450 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$313K +$2.25K +53 +0.7%
FPCP
29
Fort Point Capital Partners
California
$302K +$424 +10 +0.1%
Wealthfront Advisers
30
Wealthfront Advisers
California
$280K +$280K +6,614 New
CG
31
Colony Group
Massachusetts
$273K -$3.3K -78 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$220K +$220K +5,212 New
NA
33
NewEdge Advisors
Louisiana
$212K +$212K +5,008 New
HI
34
Harbour Investments
Wisconsin
$119K +$339 +8 +0.3%
HWA
35
HHM Wealth Advisors
Tennessee
$69K +$2.67K +63 +4%
UBS Group
36
UBS Group
Switzerland
$45.8K -$21.7K -511 -32%
Osaic Holdings
37
Osaic Holdings
Arizona
$40.7K +$4.15K +98 +11%
Morgan Stanley
38
Morgan Stanley
New York
$25.8K – – –
CFD
39
Creative Financial Designs
Indiana
$20K +$42 +1 +0.2%
GRP
40
Global Retirement Partners
California
$18.6K +$18.6K +439 New
IA
41
IFP Advisors
Florida
$6.78K – – –
PP
42
Pacifica Partners
Canada
$5.95K – – –
CIAS
43
Capital Investment Advisory Services
North Carolina
$4.24K – – –
PTC
44
Private Trust Company
Ohio
$2.25K – – –
SWM
45
Spire Wealth Management
Virginia
$1.86K -$635 -15 -25%
Wells Fargo
46
Wells Fargo
California
$27 +$27 +1 New
KW
47
KWB Wealth
California
– -$989K -26,249 Closed
DAS
48
Dynamic Advisor Solutions
Arizona
– -$698K -17,600 Closed
AIC
49
Ayalon Insurance Company
Israel
– -$514K -12,958 Closed
KAS
50
Kestra Advisory Services
Texas
– -$409K -10,315 Closed
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