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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

65 hedge funds and large institutions have $264M invested in JPMorgan US Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
65
Holders Change
+13
Holders Change %
+25%
% of All Funds
0.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
27
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPA
1
Shore Point Advisors
New Jersey
$22.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$19.8M
3
CWM
3
Cornerstone Wealth Management
Missouri
$5.99M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$4.34M
5
CCP
5
Cassia Capital Partners
North Carolina
$4.77M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.3M
2
Jane Street
2
Jane Street
New York
$629K
3
BTI
3
Blue Trust Inc
Georgia
$114M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$325K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
26
Delos Wealth Advisors
Texas
$1,000K -$51.9K -1,136 -5%
GCM
27
Gallacher Capital Management
Colorado
$880K -$38.7K -847 -4%
Jane Street
28
Jane Street
New York
$629K -$1.21M -26,471 -66%
DWP
29
Daymark Wealth Partners
Ohio
$611K +$611K +13,356 New
RJA
30
Raymond James & Associates
Florida
$542K +$92.4K +2,022 +21%
KAS
31
Kestra Advisory Services
Texas
$500K +$500K +10,947 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$459K +$12.6K +275 +3%
Wealthfront Advisers
33
Wealthfront Advisers
California
$432K +$3.34K +73 +0.8%
SF
34
Synovus Financial
Georgia
$398K +$398K +8,695 New
PAG
35
Private Advisor Group
New Jersey
$391K -$43.3K -948 -10%
RF
36
RHS Financial
California
$388K +$5.94K +130 +2%
Bank of America
37
Bank of America
North Carolina
$365K +$157K +3,444 +76%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$358K +$3.66K +80 +1%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$325K -$823K -17,997 -72%
FPCP
40
Fort Point Capital Partners
California
$323K -$2.88K -63 -0.9%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$319K +$319K +6,976 New
WCA
42
Westover Capital Advisors
Delaware
$239K +$239K +5,218 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$233K -$166K -3,622 -42%
PWM
44
Palumbo Wealth Management
New York
$210K +$210K +4,586 New
Creative Planning
45
Creative Planning
Kansas
$203K +$203K +4,444 New
QC
46
Quent Capital
New York
$145K +$145K +3,174 New
Comerica Bank
47
Comerica Bank
Texas
$114K – – –
HI
48
Harbour Investments
Wisconsin
$114K -$14.7K -321 -11%
ASN
49
Advisory Services Network
Georgia
$102K +$102K +2,238 New
HWA
50
HHM Wealth Advisors
Tennessee
$75.7K +$320 +7 +0.4%
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