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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

75 hedge funds and large institutions have $769M invested in JPMorgan US Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
29
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$427M
2
BTI
2
Blue Trust Inc
Georgia
$166M
3
AWA
3
ARQ Wealth Advisors
Arizona
$9M
4
EH
4
Equitable Holdings
New York
$33.7M
5
GM
5
GeoWealth Management
Illinois
$2.41M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$332K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.07M
3
KAS
3
Kestra Advisory Services
Texas
$0
4
IA
4
IFG Advisory
Georgia
$1.72M
5
Jane Street
5
Jane Street
New York
$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
51
Palumbo Wealth Management
New York
$256K +$14.5K +276 +6%
Creative Planning
52
Creative Planning
Kansas
$234K – – –
RF
53
RHS Financial
California
$207K -$240K -4,553 -54%
PIA
54
Pinion Investment Advisors
Kansas
$202K +$202K +3,834 New
NA
55
NewEdge Advisors
Louisiana
$144K +$144K +2,734 New
Comerica Bank
56
Comerica Bank
Texas
$118K -$13.4K -255 -10%
HI
57
Harbour Investments
Wisconsin
$110K -$22.1K -420 -17%
WIC
58
Woodmont Investment Counsel
Tennessee
$88.8K +$88.8K +1,686 New
HWA
59
HHM Wealth Advisors
Tennessee
$87.3K +$53 +1 +0.1%
SS
60
Sunbelt Securities
Texas
$79.8K +$79.8K +1,514 New
FFA
61
Farther Finance Advisors
California
$61.6K – – –
HGERS
62
Householder Group Estate & Retirement Specialist
Arizona
$58.1K – – –
AT
63
Arlington Trust
Alabama
$54.6K -$31.2K -593 -36%
PCMC
64
Private Capital Management (Colorado)
Colorado
$48K +$48K +911 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$44.8K +$14.7K +279 +49%
Morgan Stanley
66
Morgan Stanley
New York
$40.1K -$39.9K -758 -50%
Osaic Holdings
67
Osaic Holdings
Arizona
$36.1K – – –
PA
68
PSI Advisors
Florida
$22.7K +$13.4K +255 +145%
CFD
69
Creative Financial Designs
Indiana
$18.6K – – –
GRP
70
Global Retirement Partners
California
$18.4K -$1.84K -35 -9%
PTC
71
Private Trust Company
Ohio
$16.6K – – –
IA
72
IFP Advisors
Florida
$8.43K – – –
CIAS
73
Capital Investment Advisory Services
North Carolina
$5.27K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$3.69K +$3.69K +70 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +16 New
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3
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