JMOM icon

JPMorgan US Momentum Factor ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.02% more ownership

Funds ownership: 88.82%90.84% (+2%)

16% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 37

Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$680K
CCFM
52
Clear Creek Financial Management
Washington
$619K
LFG
53
Larson Financial Group
Missouri
$587K
KV
54
Kickstand Ventures
New York
$584K
Osaic Holdings
55
Osaic Holdings
Arizona
$563K
1CP
56
17 Capital Partners
Arizona
$540K
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$499K
BA
58
Brightwater Advisory
Florida
$490K
FPCP
59
Fort Point Capital Partners
California
$476K
PG
60
Patten Group
Tennessee
$471K
MFA
61
Mayflower Financial Advisors
Massachusetts
$471K
OWA
62
One Wealth Advisors
California
$465K
DWP
63
Daymark Wealth Partners
Ohio
$460K
MWA
64
MN Wealth Advisors
Kansas
$449K
Morgan Stanley
65
Morgan Stanley
New York
$444K
BIG
66
Brookwood Investment Group
Arizona
$416K
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$373K
DAS
68
Dynamic Advisor Solutions
Arizona
$348K
CWS
69
Cypress Wealth Services
California
$344K
WCA
70
Westover Capital Advisors
Delaware
$323K
PCA
71
Prosperity Capital Advisors
Ohio
$322K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$318K
PFS
73
Prospera Financial Services
Texas
$309K
GVAG
74
Great Valley Advisor Group
Delaware
$300K
JIC
75
Johnson Investment Counsel
Ohio
$299K