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JPMorgan US Momentum Factor ETF

141 hedge funds and large institutions have $1.39B invested in JPMorgan US Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 31

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

8% more funds holding

Funds holding: 130141 (+11)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

13% less capital invested

Capital invested by funds: $1.59B → $1.39B (-$201M)

17.3% less ownership

Funds ownership: 90.13%72.83% (-17%)

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
1.74%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
64
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Contango Wealth Management
California
$1.36M +$1.4M +19,967 New
PWM
52
Palumbo Wealth Management
New York
$1.35M
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$1.28M -$347K -4,969 -21%
EWM
54
Empirical Wealth Management
Washington
$1.2M +$38K +544 +3%
QCM
55
Quantinno Capital Management
New York
$1.13M -$177K -2,531 -13%
TWM
56
TSA Wealth Management
Texas
$1.11M +$280 +4 +0%
Osaic Holdings
57
Osaic Holdings
Arizona
$1.03M +$99.2K +1,420 +10%
ASN
58
Advisory Services Network
Georgia
$994K +$29.5K +422 +3%
MWA
59
MN Wealth Advisors
Kansas
$981K +$15.1K +216 +2%
1CP
60
17 Capital Partners
Arizona
$959K +$63.2K +904 +7%
IWC
61
Integrated Wealth Concepts
Massachusetts
$949K +$976K +13,967 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$945K -$24.9K -357 -3%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$882K +$75.9K +1,086 +9%
GCM
64
Gallacher Capital Management
Colorado
$863K -$211K -3,015 -19%
AWM
65
AE Wealth Management
Kansas
$858K +$856K +12,246 +3,181%
ZF
66
Zhang Financial
Michigan
$838K +$863K +12,345 New
PAG
67
Private Advisor Group
New Jersey
$747K -$19.5K -279 -2%
KV
68
Kickstand Ventures
New York
$723K +$10.1K +144 +1%
OWA
69
One Wealth Advisors
California
$667K -$15.4K -221 -2%
GS
70
GTS Securities
New York
$632K +$650K +9,304 New
BIG
71
Brookwood Investment Group
Arizona
$606K +$29.7K +425 +5%
LSPW
72
Lake Street Private Wealth
Illinois
$591K +$56K +802 +10%
MFA
73
Mayflower Financial Advisors
Massachusetts
$589K -$210 -3 -0%
PG
74
Patten Group
Tennessee
$566K +$37.3K +534 +7%
AWA
75
Asempa Wealth Advisors
Louisiana
$551K +$30.7K +440 +6%