JPMorgan US Momentum Factor ETF
JMOM
75 hedge funds and large institutions have $769M invested in JPMorgan US Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.
191% more capital invested
Capital invested by funds: $264M → $769M (+$505M)
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
15% more funds holding
Funds holding: 65 → 75 (+10)
11.84% more ownership
Funds ownership: 76.16% → 88% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$377M |
| 2 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$18.5M |
| 3 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$8.39M |
| 4 |
EH
Equitable Holdings
New York
|
+$3.32M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$1.86M |
| 2 |
Goldman Sachs
New York
|
-$910K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$500K |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$456K |
| 5 |
Jane Street
New York
|
-$410K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| $26 | – | – | – |
|
|
AF
77
Allworth Financial
Folsom,
California
| $1 | – | – | – |
|
|
KAS
78
Kestra Advisory Services
Austin,
Texas
| – | -$500K | -10,947 | Closed |
|
|
QC
79
Quent Capital
New York
| – | -$145K | -3,174 | Closed |
|
|
ASN
80
Advisory Services Network
Atlanta,
Georgia
| – | -$102K | -2,238 | Closed |
|
81
UBS Group
Zurich,
Switzerland
| – | -$12.2K | -267 | Closed |
|
|
GAG
82
Goodman Advisory Group
Needham,
Massachusetts
| – | -$9.19K | -201 | Closed |
|
83
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$274 | -6 | Closed |
|
JMOM Hedge Fund Activity: Q1 2024 in Review
75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q1 2024, worth a combined $769M — up 191% from $264M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JMOM positions and 6 closed out — a net gain of 10 holders — while 29 added to existing stakes and 22 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $377M. The largest seller was Prosperity Capital Advisors, cutting an estimated $1.86M.
- 75 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q1 2024, up from 65 in Q4 2023.
- Funds reported $769M of JPMorgan US Momentum Factor ETF stock for Q1 2024, up 191% quarter-over-quarter.
- 16 funds opened new JPMorgan US Momentum Factor ETF positions in Q1 2024 and 6 closed out, a net change of +10 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $377M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $1.86M sold.
Based on aggregated 13F filings for Q1 2024.