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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

75 hedge funds and large institutions have $769M invested in JPMorgan US Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
29
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$427M
2
BTI
2
Blue Trust Inc
Georgia
$166M
3
AWA
3
ARQ Wealth Advisors
Arizona
$9M
4
EH
4
Equitable Holdings
New York
$33.7M
5
GM
5
GeoWealth Management
Illinois
$2.41M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$332K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.07M
3
KAS
3
Kestra Advisory Services
Texas
$0
4
IA
4
IFG Advisory
Georgia
$1.72M
5
Jane Street
5
Jane Street
New York
$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Strategic Financial Services
New York
$1.7M -$65K -1,233 -4%
AWM
27
Able Wealth Management
New Jersey
$1.52M +$177K +3,352 +13%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.51M -$16.1K -306 -1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.41M +$881K +16,739 +167%
BA
30
Brightwater Advisory
Florida
$1.17M +$1.17M +22,278 New
PFA
31
Professional Financial Advisors
Nebraska
$1.17M +$1.17M +22,115 New
Goldman Sachs
32
Goldman Sachs
New York
$1.07M -$975K -18,506 -48%
GCM
33
Gallacher Capital Management
Colorado
$966K -$48.1K -913 -5%
DWP
34
Daymark Wealth Partners
Ohio
$691K -$12.4K -236 -2%
RJA
35
Raymond James & Associates
Florida
$595K -$29.1K -552 -5%
Wealthfront Advisers
36
Wealthfront Advisers
California
$556K +$58.6K +1,113 +12%
SF
37
Synovus Financial
Georgia
$551K +$93.1K +1,767 +20%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$494K +$119K +2,268 +32%
PAG
39
Private Advisor Group
New Jersey
$475K +$23.7K +450 +5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$474K +$107K +2,023 +29%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$413K +$145K +2,746 +54%
Bank of America
42
Bank of America
North Carolina
$398K -$22.6K -429 -5%
PG
43
Patten Group
Tennessee
$375K +$375K +7,127 New
FPCP
44
Fort Point Capital Partners
California
$372K +$105 +2 +0%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$350K -$62.6K -1,188 -15%
PCA
46
Prosperity Capital Advisors
Ohio
$332K -$1.99M -37,759 -86%
WCA
47
Westover Capital Advisors
Delaware
$292K +$16.8K +318 +6%
Jane Street
48
Jane Street
New York
$285K -$440K -8,350 -61%
FTS
49
Fifth Third Securities
Ohio
$260K +$260K +4,929 New
1CP
50
17 Capital Partners
Arizona
$260K +$260K +4,927 New
1
2
3 4