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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

71 hedge funds and large institutions have $843M invested in JPMorgan US Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
33
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$474M
2
KFAA
2
Klaas Financial Asset Advisors
Illinois
$22.1M
3
EH
3
Equitable Holdings
New York
$38.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$3.34M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$3.34M

Top Sellers

1
MCA
1
Magnolia Capital Advisors
Mississippi
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
WA
4
Win Advisors
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Win Advisors
Florida
– -$2.02M -38,355 Closed
Goldman Sachs
77
Goldman Sachs
New York
– -$1.07M -20,356 Closed
RF
78
RHS Financial
California
– -$207K -3,931 Closed
PIA
79
Pinion Investment Advisors
Kansas
– -$202K -3,834 Closed
WIC
80
Woodmont Investment Counsel
Tennessee
– -$88.8K -1,686 Closed
PCMC
81
Private Capital Management (Colorado)
Colorado
– -$48K -911 Closed
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
– -$3.69K -70 Closed
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
– -$1K -16 Closed
1 2 3
4