JPMorgan US Momentum Factor ETF
JMOM
39 hedge funds and large institutions have $165M invested in JPMorgan US Momentum Factor ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0.51% more ownership
Funds ownership: 63.28% → 63.79% (+0.51%)
5% less funds holding
Funds holding: 41 → 39 (-2)
9% less capital invested
Capital invested by funds: $180M → $165M (-$15.5M)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
+$7.07M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$3.67M |
| 3 |
IB
Intrust Bank
Wichita,
Kansas
|
+$1.92M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.14M |
| 5 |
SFS
Strategic Financial Services
Utica,
New York
|
+$675K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$147M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.36M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.89M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.55M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$996K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | +$40 | +1 | New |
|
JMOM Hedge Fund Activity: Q2 2022 in Review
39 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q2 2022, worth a combined $165M — down 8.6% from $180M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of JMOM and 10 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 11 added.
The largest buyer was Shore Point Advisors, opening a new position worth an estimated $7.07M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $147M sold.
- 39 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q2 2022, down from 41 in Q1 2022.
- Funds reported $165M of JPMorgan US Momentum Factor ETF stock for Q2 2022, down 8.6% quarter-over-quarter.
- 10 funds opened new JPMorgan US Momentum Factor ETF positions in Q2 2022 and 12 closed out, a net change of -2 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q2 2022 was Shore Point Advisors, an estimated $7.07M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $147M sold.
Based on aggregated 13F filings for Q2 2022.