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JPMorgan US Momentum Factor ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$257K +$216K +4,037 +531%
Creative Planning
52
Creative Planning
Kansas
$238K
HI
53
Harbour Investments
Wisconsin
$112K +$161 +3 +0.1%
Comerica Bank
54
Comerica Bank
Texas
$109K -$11.4K -213 -9%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$92.7K +$47.2K +880 +104%
HWA
56
HHM Wealth Advisors
Tennessee
$89K +$161 +3 +0.2%
SS
57
Sunbelt Securities
Texas
$81.3K +$161 +3 +0.2%
Osaic Holdings
58
Osaic Holdings
Arizona
$80.1K +$43.4K +809 +118%
FFA
59
Farther Finance Advisors
California
$62.7K
AT
60
Arlington Trust
Alabama
$55.6K
NA
61
NewEdge Advisors
Louisiana
$26.4K -$120K -2,241 -82%
PA
62
PSI Advisors
Florida
$23.2K +$54 +1 +0.2%
HGERS
63
Householder Group Estate & Retirement Specialist
Arizona
$22K -$35.4K -680 -62%
CFD
64
Creative Financial Designs
Indiana
$19K +$54 +1 +0.3%
GRP
65
Global Retirement Partners
California
$18.3K -$429 -8 -2%
PTC
66
Private Trust Company
Ohio
$16.9K
PIS
67
POM Investment Strategies
North Carolina
$15.2K +$15.2K +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 +$3.48K +65 New
Wells Fargo
71
Wells Fargo
California
$49 +$49 +1 New
AF
72
Allworth Financial
California
$1 -$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