JMOM icon

JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

98 hedge funds and large institutions have $1.1B invested in JPMorgan US Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+20
Holders Change %
+25.64%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
28
Reduced
35
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$232M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$589M
3
GM
3
GeoWealth Management
Illinois
$10.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.5M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$10.2M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$939K
3
SEIA
3
Signature Estate & Investment Advisors
California
$5.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.06M
5
SF
5
Synovus Financial
Georgia
$846K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
51
Daymark Wealth Partners
Ohio
$491K -$15.4K -265 -3%
NAM
52
NorthCrest Asset Manangement
Minnesota
$482K +$482K +8,279 New
Morgan Stanley
53
Morgan Stanley
New York
$477K +$157K +2,689 +49%
HFA
54
Hershey Financial Advisers
Pennsylvania
$464K +$464K +7,958 New
WIA
55
World Investment Advisors
California
$449K +$39.9K +685 +10%
KFG
56
Kelly Financial Group
Connecticut
$388K +$388K +6,654 New
OFG
57
Oxford Financial Group
Indiana
$376K +$376K +6,457 New
DAS
58
Dynamic Advisor Solutions
Arizona
$360K +$115K +1,975 +47%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$358K -$23.7K -407 -6%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$355K -$11.8K -203 -3%
WCA
61
Westover Capital Advisors
Delaware
$342K -$320K -5,485 -48%
PCA
62
Prosperity Capital Advisors
Ohio
$338K -$14.2K -243 -4%
GVAG
63
Great Valley Advisor Group
Delaware
$325K -$20.2K -347 -6%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$312K -$15.4K -265 -5%
JIC
65
Johnson Investment Counsel
Ohio
$309K +$309K +5,300 New
RF
66
RHS Financial
California
$292K -$52.9K -907 -15%
VAG
67
VisionPoint Advisory Group
Texas
$281K +$281K +4,815 New
PAG
68
Private Advisor Group
New Jersey
$279K -$41.1K -705 -13%
Creative Planning
69
Creative Planning
Kansas
$262K -$13.1K -224 -5%
AG
70
AmeriFlex Group
Nevada
$240K +$240K +3,911 New
OMC
71
Old Mission Capital
Illinois
$213K +$213K +3,657 New
GLA
72
Good Life Advisors
Pennsylvania
$208K +$58 +1 +0%
AC
73
AWM Capital
Arizona
$201K +$201K +3,441 New
Comerica Bank
74
Comerica Bank
Texas
$110K – – –
HWA
75
HHM Wealth Advisors
Tennessee
$97.2K +$291 +5 +0.3%
1 2
3
4 5