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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

71 hedge funds and large institutions have $843M invested in JPMorgan US Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
33
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$474M
2
KFAA
2
Klaas Financial Asset Advisors
Illinois
$22.1M
3
EH
3
Equitable Holdings
New York
$38.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$3.34M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$3.34M

Top Sellers

1
MCA
1
Magnolia Capital Advisors
Mississippi
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
WA
4
Win Advisors
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.59M +$48.6K +906 +3%
PFA
27
Professional Financial Advisors
Nebraska
$1.18M -$536 -10 -0%
AWM
28
Able Wealth Management
New Jersey
$1.17M -$376K -7,023 -24%
GCM
29
Gallacher Capital Management
Colorado
$955K -$28K -522 -3%
Bank of America
30
Bank of America
North Carolina
$804K +$400K +7,456 +99%
Jane Street
31
Jane Street
New York
$787K +$497K +9,277 +172%
GAG
32
Goodman Advisory Group
Massachusetts
$756K +$756K +14,106 New
Wealthfront Advisers
33
Wealthfront Advisers
California
$710K +$144K +2,686 +25%
BA
34
Brightwater Advisory
Florida
$705K -$489K -9,126 -41%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$680K +$177K +3,311 +35%
SF
36
Synovus Financial
Georgia
$612K +$51.1K +954 +9%
DWP
37
Daymark Wealth Partners
Ohio
$611K -$92.2K -1,721 -13%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$609K -$826K -15,410 -58%
PWM
39
Palumbo Wealth Management
New York
$589K +$328K +6,127 +126%
3IP
40
3Chopt Investment Partners
Virginia
$544K +$544K +10,148 New
RJA
41
Raymond James & Associates
Florida
$540K -$65.8K -1,228 -11%
PAG
42
Private Advisor Group
New Jersey
$478K -$5.04K -94 -1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$476K -$6.49K -121 -1%
PG
44
Patten Group
Tennessee
$459K +$76.7K +1,431 +20%
FPCP
45
Fort Point Capital Partners
California
$379K +$322 +6 +0.1%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$371K -$49.8K -930 -12%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$335K -$21.6K -403 -6%
PCA
48
Prosperity Capital Advisors
Ohio
$325K -$12.5K -233 -4%
1CP
49
17 Capital Partners
Arizona
$324K +$60K +1,119 +23%
WCA
50
Westover Capital Advisors
Delaware
$303K +$6.33K +118 +2%
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