JPMorgan US Momentum Factor ETF
JMOM
52 hedge funds and large institutions have $217M invested in JPMorgan US Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
30% more capital invested
Capital invested by funds: $167M → $217M (+$50.2M)
13% more funds holding
Funds holding: 46 → 52 (+6)
5.17% more ownership
Funds ownership: 68.11% → 73.27% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$22.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.18M |
| 3 |
NRW
Nova R Wealth
Overland Park,
Kansas
|
+$4.89M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.19M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$966K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$535K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$212K |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$109K |
| 5 |
IB
Intrust Bank
Wichita,
Kansas
|
-$57.5K |
JMOM Hedge Fund Activity: Q3 2023 in Review
52 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2023, worth a combined $217M — up 30% from $167M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JMOM positions and 4 closed out — a net gain of 6 holders — while 25 added to existing stakes and 11 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $22.1M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $966K sold.
- 52 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2023, up from 46 in Q2 2023.
- Funds reported $217M of JPMorgan US Momentum Factor ETF stock for Q3 2023, up 30% quarter-over-quarter.
- 10 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2023 and 4 closed out, a net change of +6 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q3 2023 was Equitable Holdings, an estimated $22.1M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q3 2023 was Flow Traders U.S., an estimated $966K sold.
Based on aggregated 13F filings for Q3 2023.