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JPMorgan US Momentum Factor ETF

119 hedge funds and large institutions have $1.42B invested in JPMorgan US Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

21% more capital invested

Capital invested by funds: $1.18B → $1.42B (+$246M)

11% more funds holding

Funds holding: 107119 (+12)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8.43% less ownership

Funds ownership: 90.84%82.4% (-8.4%)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.57%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
48
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$886K +$88K +1,496 +12%
Osaic Holdings
52
Osaic Holdings
Arizona
$857K +$196K +3,333 +33%
Two Sigma Investments
53
Two Sigma Investments
New York
$797K +$729K +12,400 New
BAM
54
Belpointe Asset Management
Nevada
$760K -$14.3K -243 -2%
AFG
55
Atomi Financial Group
New York
$752K +$688K +11,698 New
1CP
56
17 Capital Partners
Arizona
$729K +$104K +1,762 +18%
KV
57
Kickstand Ventures
New York
$648K -$16.6K -283 -3%
SF
58
Synovus Financial
Georgia
$610K -$166K -2,824 -23%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$569K +$118 +2 +0%
MFA
60
Mayflower Financial Advisors
Massachusetts
$546K +$8.06K +137 +2%
FPCP
61
Fort Point Capital Partners
California
$543K +$353 +6 +0.1%
PG
62
Patten Group
Tennessee
$538K
CF
63
Centaurus Financial
California
$537K +$491K +8,345 New
OWA
64
One Wealth Advisors
California
$532K +$1.76K +30 +0.4%
LFG
65
Larson Financial Group
Missouri
$518K -$139K -2,359 -23%
LSPW
66
Lake Street Private Wealth
Illinois
$512K +$469K +7,966 New
BIG
67
Brookwood Investment Group
Arizona
$498K +$21.8K +371 +5%
BA
68
Brightwater Advisory
Florida
$493K -$59.5K -1,012 -12%
RL
69
Retireful LLC
Michigan
$465K +$425K +7,228 New
DWP
70
Daymark Wealth Partners
Ohio
$457K -$61.5K -1,045 -13%
AQR Capital Management
71
AQR Capital Management
Connecticut
$453K +$415K +7,049 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$451K -$868K -14,759 -68%
Morgan Stanley
73
Morgan Stanley
New York
$397K -$100K -1,707 -22%
CWS
74
Cypress Wealth Services
California
$395K +$2.65K +45 +0.7%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$388K +$24K +408 +7%

JMOM Hedge Fund Activity: Q2 2025 in Review

119 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q2 2025, worth a combined $1.42B — up 21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JMOM positions and 10 closed out — a net gain of 13 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $24M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $4.03M.

  • 119 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $1.42B of JPMorgan US Momentum Factor ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 23 funds opened new JPMorgan US Momentum Factor ETF positions in Q2 2025 and 10 closed out, a net change of +13 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q2 2025 was LPL Financial, an estimated $24M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q2 2025 was Signature Estate & Investment Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2025.