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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

107 hedge funds and large institutions have $1.18B invested in JPMorgan US Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
30
Increased
31
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$86.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M
3
BTI
Blue Trust Inc
Georgia
+$8.64M
4
SOS
Silver Oak Securities
Tennessee
+$2.89M
5
KFG
Kelly Financial Group
Connecticut
+$2.05M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$10.4M
2
EH
Equitable Holdings
New York
-$3.38M
3
LPL Financial
LPL Financial
California
-$2.41M
4
FIA
Foundations Investment Advisors
Arizona
-$2.01M
5
BP
Ballentine Partners
Massachusetts
-$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$680K +$680K +12,064 New
CCFM
52
Clear Creek Financial Management
Washington
$619K +$619K +10,981 New
LFG
53
Larson Financial Group
Missouri
$587K +$587K +10,416 New
KV
54
Kickstand Ventures
New York
$584K +$584K +10,363 New
Osaic Holdings
55
Osaic Holdings
Arizona
$563K +$76.9K +1,364 +16%
1CP
56
17 Capital Partners
Arizona
$540K +$60.3K +1,070 +13%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$499K -$9.36K -166 -2%
BA
58
Brightwater Advisory
Florida
$490K -$45.6K -809 -9%
FPCP
59
Fort Point Capital Partners
California
$476K +$338 +6 +0.1%
PG
60
Patten Group
Tennessee
$471K -$26.3K -466 -5%
MFA
61
Mayflower Financial Advisors
Massachusetts
$471K +$471K +8,363 New
OWA
62
One Wealth Advisors
California
$465K +$465K +8,246 New
DWP
63
Daymark Wealth Partners
Ohio
$460K -$14.9K -265 -3%
MWA
64
MN Wealth Advisors
Kansas
$449K +$449K +7,973 New
Morgan Stanley
65
Morgan Stanley
New York
$444K -$17.9K -317 -4%
BIG
66
Brookwood Investment Group
Arizona
$416K +$416K +7,374 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$373K +$71.5K +1,269 +24%
DAS
68
Dynamic Advisor Solutions
Arizona
$348K – – –
CWS
69
Cypress Wealth Services
California
$344K +$344K +6,106 New
WCA
70
Westover Capital Advisors
Delaware
$323K -$7.38K -131 -2%
PCA
71
Prosperity Capital Advisors
Ohio
$322K -$6.81K -120 -2%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$318K -$28.2K -501 -8%
PFS
73
Prospera Financial Services
Texas
$309K +$309K +5,470 New
GVAG
74
Great Valley Advisor Group
Delaware
$300K -$14.3K -253 -5%
JIC
75
Johnson Investment Counsel
Ohio
$299K – – –
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