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JPMorgan US Momentum Factor ETF

130 hedge funds and large institutions have $1.59B invested in JPMorgan US Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

10.29% more ownership

Funds ownership: 79.84%90.13% (+10%)

9% more capital invested

Capital invested by funds: $1.46B → $1.59B (+$129M)

6% more funds holding

Funds holding: 123130 (+7)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
1.58%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
57
Reduced
33
Closed
12
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
$3.59M +$381K +5,596 +12%
SFS
27
Strategic Financial Services
New York
$3.46M -$88.8K -1,304 -3%
IB
28
Intrust Bank
Kansas
$3.4M -$67.2K -987 -2%
3IP
29
3Chopt Investment Partners
Virginia
$3.28M
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3.12M +$712K +10,460 +30%
DWA
31
Delos Wealth Advisors
Texas
$3.09M +$53.8K +790 +2%
AI
32
Atria Investments
North Carolina
$2.83M +$641K +9,405 +29%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.73M +$83K +1,219 +3%
KFG
34
Kelly Financial Group
Connecticut
$2.71M -$48.3K -709 -2%
CB
35
Centennial Bank
Arkansas
$2.48M -$589K -8,643 -19%
NAM
36
NorthCrest Asset Manangement
Minnesota
$2.19M +$115K +1,682 +6%
CIAS
37
CFS Investment Advisory Services
New Jersey
$1.91M +$544K +7,993 +40%
Raymond James Financial
38
Raymond James Financial
Florida
$1.83M +$547K +8,031 +43%
SEIA
39
Signature Estate & Investment Advisors
California
$1.7M -$49.3K -724 -3%
Morgan Stanley
40
Morgan Stanley
New York
$1.66M +$1.17M +17,251 +241%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.62M +$500K +7,338 +45%
MMA
42
Miracle Mile Advisors
California
$1.55M -$92K -1,351 -6%
IA
43
IFG Advisory
Georgia
$1.47M +$32.1K +472 +2%
PFA
44
Professional Financial Advisors
Nebraska
$1.43M +$40K +588 +3%
BAM
45
Belpointe Asset Management
Nevada
$1.37M +$265K +3,887 +24%
PWM
46
Palumbo Wealth Management
New York
$1.36M +$1.36M +19,949 New
AQR Capital Management
47
AQR Capital Management
Connecticut
$1.36M +$716K +10,508 +112%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.32M +$1.32M +19,349 New
QCM
49
Quantinno Capital Management
New York
$1.31M +$254K +3,734 +24%
Wealthfront Advisers
50
Wealthfront Advisers
California
$1.22M -$90.4K -1,327 -7%