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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

98 hedge funds and large institutions have $1.1B invested in JPMorgan US Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+20
Holders Change %
+25.64%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
28
Reduced
35
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$232M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$589M
3
GM
3
GeoWealth Management
Illinois
$10.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.5M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$10.2M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$939K
3
SEIA
3
Signature Estate & Investment Advisors
California
$5.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.06M
5
SF
5
Synovus Financial
Georgia
$846K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.3M -$47.3K -811 -2%
CB
27
Centennial Bank
Arkansas
$2.2M +$2.2M +37,795 New
SFS
28
Strategic Financial Services
New York
$2.2M -$67.5K -1,159 -3%
FIA
29
Foundations Investment Advisors
Arizona
$2.01M +$2.01M +34,465 New
VT
30
Vise Technologies
New York
$1.39M +$1.39M +23,808 New
PFA
31
Professional Financial Advisors
Nebraska
$1.21M -$19.2K -329 -2%
IA
32
IFG Advisory
Georgia
$1.14M -$6.7K -115 -0.6%
Wealthfront Advisers
33
Wealthfront Advisers
California
$1.12M +$217K +3,730 +24%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.06M -$626K -10,740 -37%
AWM
35
Able Wealth Management
New Jersey
$999K -$73.1K -1,255 -7%
GCM
36
Gallacher Capital Management
Colorado
$988K -$35.4K -607 -3%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$939K -$3.24M -55,602 -78%
BP
38
Ballentine Partners
Massachusetts
$939K +$939K +16,114 New
Bank of America
39
Bank of America
North Carolina
$898K -$23.2K -398 -3%
SF
40
Synovus Financial
Georgia
$846K -$610K -10,466 -42%
BOC
41
Blue Oak Capital
California
$799K +$799K +13,711 New
Raymond James Financial
42
Raymond James Financial
Florida
$777K +$777K +13,331 New
PWM
43
Palumbo Wealth Management
New York
$721K +$63K +1,082 +10%
5W
44
5T Wealth
California
$567K +$567K +9,728 New
BA
45
Brightwater Advisory
Florida
$553K -$99.3K -1,704 -15%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$525K -$2.86K -49 -0.5%
PG
47
Patten Group
Tennessee
$515K +$4.49K +77 +0.9%
Osaic Holdings
48
Osaic Holdings
Arizona
$503K +$374K +6,416 +290%
1CP
49
17 Capital Partners
Arizona
$496K +$39.4K +677 +9%
FPCP
50
Fort Point Capital Partners
California
$491K +$78.8K +1,353 +19%
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