JPMorgan US Momentum Factor ETF
JMOM
45 hedge funds and large institutions have $165M invested in JPMorgan US Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 10 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
8% more capital invested
Capital invested by funds: $152M → $165M (+$12.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.02% less ownership
Funds ownership: 70.51% → 70.49% (-0.02%)
4% less funds holding
Funds holding: 47 → 45 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$2.16M |
| 2 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$2.12M |
| 3 |
Jane Street
New York
|
+$1.37M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.23M |
| 5 |
Goldman Sachs
New York
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$2.14M |
| 2 |
JP Morgan Chase
New York
|
-$1.73M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$1.14M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$986K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$964K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
51
Prospera Financial Services
Dallas,
Texas
| – | -$346K | -9,178 | Closed |
|
|
RJA
52
Raymond James & Associates
St Petersburg,
Florida
| – | -$237K | -6,283 | Closed |
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$220K | -5,849 | Closed |
|
|
MCC
54
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$9.99K | -265 | Closed |
|
|
USCWA
55
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$5.24K | -139 | Closed |
|
56
Rockefeller Capital Management
New York
| – | -$3K | -95 | Closed |
|
JMOM Hedge Fund Activity: Q1 2023 in Review
45 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q1 2023, worth a combined $165M — up 8.1% from $152M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JMOM and 8 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 24 added.
The largest buyer was Savant Capital, adding an estimated $2.16M. The largest seller was Equitable Holdings, exiting entirely with an estimated $2.14M sold.
- 45 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q1 2023, down from 47 in Q4 2022.
- Funds reported $165M of JPMorgan US Momentum Factor ETF stock for Q1 2023, up 8.1% quarter-over-quarter.
- 8 funds opened new JPMorgan US Momentum Factor ETF positions in Q1 2023 and 10 closed out, a net change of -2 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q1 2023 was Savant Capital, an estimated $2.16M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q1 2023 was Equitable Holdings, an estimated $2.14M sold.
Based on aggregated 13F filings for Q1 2023.