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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

98 hedge funds and large institutions have $1.1B invested in JPMorgan US Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+20
Holders Change %
+25.64%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
28
Reduced
35
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$232M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$589M
3
GM
3
GeoWealth Management
Illinois
$10.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.5M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$10.2M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$939K
3
SEIA
3
Signature Estate & Investment Advisors
California
$5.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.06M
5
SF
5
Synovus Financial
Georgia
$846K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$92.1K -$291 -5 -0.3%
SS
77
Sunbelt Securities
Texas
$89.2K +$234 +4 +0.3%
HI
78
Harbour Investments
Wisconsin
$75.9K -$9.62K -165 -11%
FFA
79
Farther Finance Advisors
California
$68.3K – – –
CP
80
Castleview Partners
Texas
$63.2K +$63.2K +1,082 New
AT
81
Arlington Trust
Alabama
$52.2K – – –
BlackRock
82
BlackRock
New York
$33.7K +$33.7K +578 New
AssetMark Inc
83
AssetMark Inc
California
$32.7K – – –
NA
84
NewEdge Advisors
Louisiana
$28.7K – – –
PA
85
PSI Advisors
Florida
$25.3K +$116 +2 +0.5%
CFD
86
Creative Financial Designs
Indiana
$20.7K +$58 +1 +0.3%
PTC
87
Private Trust Company
Ohio
$18.4K – – –
FIM
88
FWL Investment Management
Texas
$18.3K – – –
IA
89
IFP Advisors
Florida
$16K +$6.64K +114 +71%
AF
90
Allworth Financial
California
$15.9K +$15.9K +257 New
PS
91
Principal Securities
Iowa
$13.8K +$13.8K +236 New
GRP
92
Global Retirement Partners
California
$10.9K -$9.01K -155 -45%
UBS Group
93
UBS Group
Switzerland
$7.4K +$7.4K +127 New
AWM
94
AE Wealth Management
Kansas
$7.05K +$7.05K +121 New
GIA
95
GHP Investment Advisors
Colorado
$6.12K +$6.12K +105 New
US Bancorp
96
US Bancorp
Minnesota
$3.9K – – –
UB
97
UMB Bank
Missouri
$2.45K – – –
Wells Fargo
98
Wells Fargo
California
$44 -$35.8K -814 -100%
WA
99
Win Advisors
Florida
– -$6.08M -106,466 Closed
CIAS
100
Capital Investment Advisory Services
North Carolina
– -$5.71K -100 Closed
1 2 3
4
5