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JPMorgan US Momentum Factor ETF

123 hedge funds and large institutions have $1.46B invested in JPMorgan US Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

3% more funds holding

Funds holding: 119123 (+4)

3% more capital invested

Capital invested by funds: $1.42B → $1.46B (+$39.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.57% less ownership

Funds ownership: 82.4%79.84% (-2.6%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
1.61%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
40
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$992K -$33.7K -514 -3%
Osaic Holdings
52
Osaic Holdings
Arizona
$972K +$86.5K +1,320 +10%
MWA
53
MN Wealth Advisors
Kansas
$966K -$33.9K -518 -4%
1CP
54
17 Capital Partners
Arizona
$853K +$79.6K +1,215 +11%
PAG
55
Private Advisor Group
New Jersey
$786K +$394K +6,015 +108%
Corient Private Wealth
56
Corient Private Wealth
Florida
$707K -$6.96M -106,178 -91%
AWM
57
Able Wealth Management
New Jersey
$702K -$357K -5,448 -35%
KV
58
Kickstand Ventures
New York
$682K -$2.23K -34 -0.3%
SF
59
Synovus Financial
Georgia
$678K +$32.6K +497 +5%
GS
60
GTS Securities
New York
$669K +$273K +4,170 +73%
AQR Capital Management
61
AQR Capital Management
Connecticut
$638K +$154K +2,344 +33%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$621K +$225K +3,431 +60%
CF
63
Centaurus Financial
California
$584K +$17K +260 +3%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$579K -$21.3K -325 -4%
MFA
65
Mayflower Financial Advisors
Massachusetts
$573K -$4K -61 -0.7%
PG
66
Patten Group
Tennessee
$555K -$12.4K -190 -2%
OWA
67
One Wealth Advisors
California
$541K -$20.2K -309 -4%
BIG
68
Brookwood Investment Group
Arizona
$540K +$14K +213 +3%
LSPW
69
Lake Street Private Wealth
Illinois
$529K -$11.3K -173 -2%
BA
70
Brightwater Advisory
Florida
$514K -$7.01K -107 -1%
HFA
71
Hershey Financial Advisers
Pennsylvania
$497K +$480K +7,322 New
Morgan Stanley
72
Morgan Stanley
New York
$485K +$64K +977 +16%
DWP
73
Daymark Wealth Partners
Ohio
$483K
PFS
74
Prospera Financial Services
Texas
$470K +$111K +1,692 +32%
CWS
75
Cypress Wealth Services
California
$417K -$197 -3 -0%

JMOM Hedge Fund Activity: Q3 2025 in Review

123 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2025, worth a combined $1.46B — up 2.8% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JMOM positions and 13 closed out — a net gain of 7 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $19.8M. The largest seller was LPL Financial, cutting an estimated $15.7M.

  • 123 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2025, up from 119 in Q2 2025.
  • Funds reported $1.46B of JPMorgan US Momentum Factor ETF stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 20 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2025 and 13 closed out, a net change of +7 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $19.8M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q3 2025 was LPL Financial, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2025.