JPMorgan US Momentum Factor ETF
JMOM
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.
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
10% more capital invested
Capital invested by funds: $769M → $843M (+$73.3M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less funds holding
Funds holding: 75 → 71 (-4)
7.64% less ownership
Funds ownership: 88% → 80.36% (-7.6%)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$38.8M |
| 2 |
KFAA
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
+$21.4M |
| 3 |
EH
Equitable Holdings
New York
|
+$4.07M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.24M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$3.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$4.52M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.57M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.41M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$2.02M |
| 5 |
Goldman Sachs
New York
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
76
Win Advisors
Palm Beach Gardens,
Florida
| – | -$2.02M | -38,355 | Closed |
|
|
77
Goldman Sachs
New York
| – | -$1.07M | -20,356 | Closed |
|
|
RF
78
RHS Financial
San Francisco,
California
| – | -$207K | -3,931 | Closed |
|
|
PIA
79
Pinion Investment Advisors
Wichita,
Kansas
| – | -$202K | -3,834 | Closed |
|
|
WIC
80
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$88.8K | -1,686 | Closed |
|
|
PCMC
81
Private Capital Management (Colorado)
Denver,
Colorado
| – | -$48K | -911 | Closed |
|
82
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3.69K | -70 | Closed |
|
83
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -16 | Closed |
|
JMOM Hedge Fund Activity: Q2 2024 in Review
71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q2 2024, worth a combined $843M — up 9.5% from $769M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of JMOM and 8 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 33 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $38.8M. The largest seller was Magnolia Capital Advisors, exiting entirely with an estimated $4.52M sold.
- 71 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q2 2024, down from 75 in Q1 2024.
- Funds reported $843M of JPMorgan US Momentum Factor ETF stock for Q2 2024, up 9.5% quarter-over-quarter.
- 8 funds opened new JPMorgan US Momentum Factor ETF positions in Q2 2024 and 11 closed out, a net change of -3 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $38.8M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q2 2024 was Magnolia Capital Advisors, an estimated $4.52M sold.
Based on aggregated 13F filings for Q2 2024.