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JPMorgan US Momentum Factor ETF

123 hedge funds and large institutions have $1.46B invested in JPMorgan US Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

3% more funds holding

Funds holding: 119123 (+4)

3% more capital invested

Capital invested by funds: $1.42B → $1.46B (+$39.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.57% less ownership

Funds ownership: 82.4%79.84% (-2.6%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
1.61%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
40
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$3.2M +$1.22M +18,681 +66%
CB
27
Centennial Bank
Arkansas
$3.06M +$64.9K +991 +2%
DWA
28
Delos Wealth Advisors
Texas
$3.03M +$150K +2,285 +5%
KFG
29
Kelly Financial Group
Connecticut
$2.75M -$121K -1,854 -4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.64M -$25.6K -391 -1%
ECA
31
Elevation Capital Advisory
Oregon
$2.51M +$2.42M +36,993 New
CGH
32
Crossmark Global Holdings
Texas
$2.43M
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.4M +$50.8K +775 +2%
AI
34
Atria Investments
North Carolina
$2.18M +$2.1M +32,099 New
NAM
35
NorthCrest Asset Manangement
Minnesota
$2.02M +$175K +2,665 +10%
SEIA
36
Signature Estate & Investment Advisors
California
$1.74M -$3.54K -54 -0.2%
MMA
37
Miracle Mile Advisors
California
$1.64M +$1.58M +24,089 New
IA
38
IFG Advisory
Georgia
$1.43M +$38.9K +594 +3%
PFA
39
Professional Financial Advisors
Nebraska
$1.38M -$116K -1,768 -8%
CIAS
40
CFS Investment Advisory Services
New Jersey
$1.38M -$8.39K -128 -0.6%
Wealthfront Advisers
41
Wealthfront Advisers
California
$1.31M -$6.68K -102 -0.5%
Raymond James Financial
42
Raymond James Financial
Florida
$1.28M +$333K +5,078 +37%
VT
43
Vise Technologies
New York
$1.25M -$3.79M -57,793 -76%
EWM
44
Empirical Wealth Management
Washington
$1.2M -$59.4K -907 -5%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.11M +$130K +1,980 +14%
TWM
46
TSA Wealth Management
Texas
$1.11M -$8.65K -132 -0.8%
BAM
47
Belpointe Asset Management
Nevada
$1.1M +$284K +4,331 +37%
IWC
48
Integrated Wealth Concepts
Massachusetts
$1.09M -$11.6M -177,696 -92%
GCM
49
Gallacher Capital Management
Colorado
$1.06M -$89.6K -1,367 -8%
QCM
50
Quantinno Capital Management
New York
$1.05M +$1.01M +15,456 New

JMOM Hedge Fund Activity: Q3 2025 in Review

123 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2025, worth a combined $1.46B — up 2.8% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JMOM positions and 13 closed out — a net gain of 7 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $19.8M. The largest seller was LPL Financial, cutting an estimated $15.7M.

  • 123 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2025, up from 119 in Q2 2025.
  • Funds reported $1.46B of JPMorgan US Momentum Factor ETF stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 20 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2025 and 13 closed out, a net change of +7 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $19.8M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q3 2025 was LPL Financial, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2025.