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JPMorgan US Momentum Factor ETF

119 hedge funds and large institutions have $1.42B invested in JPMorgan US Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

21% more capital invested

Capital invested by funds: $1.18B → $1.42B (+$246M)

11% more funds holding

Funds holding: 107119 (+12)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8.43% less ownership

Funds ownership: 90.84%82.4% (-8.4%)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.57%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
48
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Strategic Financial Services
New York
$3.38M +$913K +15,521 +42%
3IP
27
3Chopt Investment Partners
Virginia
$3.09M +$1.3M +22,065 +85%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$2.92M +$2.62M +44,547 +5,589%
CB
29
Centennial Bank
Arkansas
$2.83M +$400K +6,806 +18%
KFG
30
Kelly Financial Group
Connecticut
$2.72M -$42.9K -730 -2%
DWA
31
Delos Wealth Advisors
Texas
$2.72M -$170K -2,891 -6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.52M +$5.76K +98 +0.3%
CGH
33
Crossmark Global Holdings
Texas
$2.3M
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.23M +$2.01M +34,212 +8,683%
Bank of America
35
Bank of America
North Carolina
$1.83M +$321K +5,449 +24%
NAM
36
NorthCrest Asset Manangement
Minnesota
$1.76M +$307K +5,221 +24%
SEIA
37
Signature Estate & Investment Advisors
California
$1.66M -$4.03M -68,561 -73%
BOC
38
Blue Oak Capital
California
$1.53M +$72.8K +1,237 +5%
PFA
39
Professional Financial Advisors
Nebraska
$1.42M +$53.3K +906 +4%
IA
40
IFG Advisory
Georgia
$1.32M +$85.8K +1,459 +8%
CIAS
41
CFS Investment Advisory Services
New Jersey
$1.3M -$11.3K -192 -0.9%
Wealthfront Advisers
42
Wealthfront Advisers
California
$1.24M +$89K +1,513 +8%
EWM
43
Empirical Wealth Management
Washington
$1.2M +$1.1M +18,640 New
GCM
44
Gallacher Capital Management
Colorado
$1.09M +$4.76K +81 +0.5%
TWM
45
TSA Wealth Management
Texas
$1.06M -$26.6K -453 -3%
AWM
46
Able Wealth Management
New Jersey
$1.01M -$139K -2,370 -13%
PWM
47
Palumbo Wealth Management
New York
$982K +$130K +2,211 +17%
ASN
48
Advisory Services Network
Georgia
$979K +$14.8K +251 +2%
MWA
49
MN Wealth Advisors
Kansas
$948K +$399K +6,775 +85%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$928K -$112K -1,899 -12%

JMOM Hedge Fund Activity: Q2 2025 in Review

119 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q2 2025, worth a combined $1.42B — up 21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JMOM positions and 10 closed out — a net gain of 13 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $24M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $4.03M.

  • 119 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $1.42B of JPMorgan US Momentum Factor ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 23 funds opened new JPMorgan US Momentum Factor ETF positions in Q2 2025 and 10 closed out, a net change of +13 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q2 2025 was LPL Financial, an estimated $24M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q2 2025 was Signature Estate & Investment Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2025.