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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

107 hedge funds and large institutions have $1.18B invested in JPMorgan US Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
30
Increased
31
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$86.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M
3
BTI
Blue Trust Inc
Georgia
+$8.64M
4
SOS
Silver Oak Securities
Tennessee
+$2.89M
5
KFG
Kelly Financial Group
Connecticut
+$2.05M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$10.4M
2
EH
Equitable Holdings
New York
-$3.38M
3
LPL Financial
LPL Financial
California
-$2.41M
4
FIA
Foundations Investment Advisors
Arizona
-$2.01M
5
BP
Ballentine Partners
Massachusetts
-$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
KFG
26
Kelly Financial Group
Connecticut
$2.43M +$2.05M +36,395 +547%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$2.21M -$21.7K -385 -1%
CB
28
Centennial Bank
Arkansas
$2.1M -$29.1K -516 -1%
SFS
29
Strategic Financial Services
New York
$2.09M -$39.2K -695 -2%
CGH
30
Crossmark Global Holdings
Texas
$2.02M +$2.02M +35,865 New
Jane Street
31
Jane Street
New York
$1.79M +$1.79M +31,767 New
WA
32
Win Advisors
Florida
$1.77M +$1.77M +31,400 New
5W
33
5T Wealth
California
$1.53M +$985K +17,475 +180%
3IP
34
3Chopt Investment Partners
Virginia
$1.47M +$1.47M +25,994 New
Bank of America
35
Bank of America
North Carolina
$1.3M +$427K +7,570 +49%
BOC
36
Blue Oak Capital
California
$1.27M +$498K +8,839 +64%
NAM
37
NorthCrest Asset Manangement
Minnesota
$1.24M +$772K +13,705 +166%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.23M +$318K +5,645 +35%
PFA
39
Professional Financial Advisors
Nebraska
$1.2M +$24.5K +435 +2%
CIAS
40
CFS Investment Advisory Services
New Jersey
$1.15M +$1.15M +20,394 New
IA
41
IFG Advisory
Georgia
$1.07M -$25.9K -459 -2%
AWM
42
Able Wealth Management
New Jersey
$1.02M +$56.7K +1,006 +6%
Wealthfront Advisers
43
Wealthfront Advisers
California
$1.01M -$74.1K -1,315 -7%
TWM
44
TSA Wealth Management
Texas
$955K +$955K +16,948 New
GCM
45
Gallacher Capital Management
Colorado
$950K -$5.07K -90 -0.5%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$920K -$100K -1,781 -10%
ASN
47
Advisory Services Network
Georgia
$838K +$838K +14,873 New
PWM
48
Palumbo Wealth Management
New York
$737K +$39.2K +695 +6%
SF
49
Synovus Financial
Georgia
$693K -$124K -2,209 -15%
Raymond James Financial
50
Raymond James Financial
Florida
$693K -$58.6K -1,040 -8%
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