JPMorgan US Momentum Factor ETF
JMOM
78 hedge funds and large institutions have $949M invested in JPMorgan US Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $843M → $949M (+$107M)
10% more funds holding
Funds holding: 71 → 78 (+7)
3.3% more ownership
Funds ownership: 80.36% → 83.66% (+3.3%)
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$42.3M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$5.79M |
| 3 |
EH
Equitable Holdings
New York
|
+$4.99M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.9M |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$4.32M |
| 2 |
Jane Street
New York
|
-$787K |
| 3 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$765K |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$589K |
| 5 |
3IP
3Chopt Investment Partners
Richmond,
Virginia
|
-$544K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAG
76
Goodman Advisory Group
Needham,
Massachusetts
| $2.51K | -$765K | -14,062 | -100% |
|
|
UB
77
UMB Bank
Kansas City,
Missouri
| $2.4K | +$2.29K | +42 | New |
|
|
AF
78
Allworth Financial
Folsom,
California
| $1 | – | – | – |
|
|
79
Jane Street
New York
| – | -$787K | -14,680 | Closed |
|
|
3IP
80
3Chopt Investment Partners
Richmond,
Virginia
| – | -$544K | -10,148 | Closed |
|
|
HGERS
81
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$22K | -423 | Closed |
|
|
PIS
82
POM Investment Strategies
Raleigh,
North Carolina
| – | -$15.2K | -283 | Closed |
|
83
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$272 | +5 | New |
|
JMOM Hedge Fund Activity: Q3 2024 in Review
78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2024, worth a combined $949M — up 13% from $843M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JMOM positions and 4 closed out — a net gain of 8 holders — while 31 added to existing stakes and 30 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $42.3M. The largest seller was Great Valley Advisor Group, cutting an estimated $4.32M.
- 78 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2024, up from 71 in Q2 2024.
- Funds reported $949M of JPMorgan US Momentum Factor ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 12 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2024 and 4 closed out, a net change of +8 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $42.3M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q3 2024 was Great Valley Advisor Group, an estimated $4.32M sold.
Based on aggregated 13F filings for Q3 2024.