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JPMorgan US Momentum Factor ETF
JMOM

71 hedge funds and large institutions have $843M invested in JPMorgan US Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

10% more capital invested

Capital invested by funds: $769M → $843M (+$73.3M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less funds holding

Funds holding: 75 → 71 (-4)

7.64% less ownership

Funds ownership: 88% → 80.36% (-7.6%)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
33
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$38.8M
2
KFAA
Klaas Financial Asset Advisors
Illinois
+$21.4M
3
EH
Equitable Holdings
New York
+$4.07M
4
BCI
Brinker Capital Investments
Pennsylvania
+$3.24M
5
OPS
Orion Portfolio Solutions
Nebraska
+$3.24M

Top Sellers

Rank Fund Capital Flow
1
MCA
Magnolia Capital Advisors
Mississippi
-$4.52M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.57M
3
GM
GeoWealth Management
Illinois
-$2.41M
4
WA
Win Advisors
Florida
-$2.02M
5
Goldman Sachs
Goldman Sachs
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$257K +$210K +4,037 +531%
Creative Planning
52
Creative Planning
Kansas
$238K – – –
HI
53
Harbour Investments
Wisconsin
$112K +$156 +3 +0.1%
Comerica Bank
54
Comerica Bank
Texas
$109K -$11.1K -213 -9%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$92.7K +$45.7K +880 +104%
HWA
56
HHM Wealth Advisors
Tennessee
$89K +$156 +3 +0.2%
SS
57
Sunbelt Securities
Texas
$81.3K +$156 +3 +0.2%
Osaic Holdings
58
Osaic Holdings
Arizona
$80.1K +$42K +809 +118%
FFA
59
Farther Finance Advisors
California
$62.7K – – –
AT
60
Arlington Trust
Alabama
$55.6K – – –
NA
61
NewEdge Advisors
Louisiana
$26.4K -$116K -2,241 -82%
PA
62
PSI Advisors
Florida
$23.2K +$52 +1 +0.2%
HGERS
63
Householder Group Estate & Retirement Specialist
Arizona
$22K -$35.3K -680 -62%
CFD
64
Creative Financial Designs
Indiana
$19K +$52 +1 +0.3%
GRP
65
Global Retirement Partners
California
$18.3K -$416 -8 -2%
PTC
66
Private Trust Company
Ohio
$16.9K – – –
PIS
67
POM Investment Strategies
North Carolina
$15.2K +$14.7K +283 New
IA
68
IFP Advisors
Florida
$8.58K – – –
CIAS
69
Capital Investment Advisory Services
North Carolina
$5.36K – – –
HFA
70
Hershey Financial Advisers
Pennsylvania
$3.48K +$3.38K +65 New
Wells Fargo
71
Wells Fargo
California
$49 +$52 +1 New
AF
72
Allworth Financial
California
$1 – – –
MCA
73
Magnolia Capital Advisors
Mississippi
– -$4.52M -91,380 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$3.57M -67,693 Closed
GM
75
GeoWealth Management
Illinois
– -$2.41M -45,702 Closed
1 2
3
4

JMOM Hedge Fund Activity: Q2 2024 in Review

71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q2 2024, worth a combined $843M — up 9.5% from $769M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JMOM and 8 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 33 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $38.8M. The largest seller was Magnolia Capital Advisors, exiting entirely with an estimated $4.52M sold.

  • 71 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q2 2024, down from 75 in Q1 2024.
  • Funds reported $843M of JPMorgan US Momentum Factor ETF stock for Q2 2024, up 9.5% quarter-over-quarter.
  • 8 funds opened new JPMorgan US Momentum Factor ETF positions in Q2 2024 and 11 closed out, a net change of -3 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $38.8M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q2 2024 was Magnolia Capital Advisors, an estimated $4.52M sold.

Based on aggregated 13F filings for Q2 2024.