JMOM icon

JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

107 hedge funds and large institutions have $1.18B invested in JPMorgan US Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
30
Increased
31
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$86.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M
3
BTI
Blue Trust Inc
Georgia
+$8.64M
4
SOS
Silver Oak Securities
Tennessee
+$2.89M
5
KFG
Kelly Financial Group
Connecticut
+$2.05M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$10.4M
2
EH
Equitable Holdings
New York
-$3.38M
3
LPL Financial
LPL Financial
California
-$2.41M
4
FIA
Foundations Investment Advisors
Arizona
-$2.01M
5
BP
Ballentine Partners
Massachusetts
-$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
76
AmeriFlex Group
Nevada
$297K +$76.9K +1,365 +35%
GS
77
GTS Securities
New York
$278K +$278K +4,938 New
Corient Private Wealth
78
Corient Private Wealth
Florida
$251K +$251K +4,450 New
Creative Planning
79
Creative Planning
Kansas
$245K -$8.06K -143 -3%
GLA
80
Good Life Advisors
Pennsylvania
$201K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$101K +$12.2K +216 +14%
FFA
82
Farther Finance Advisors
California
$95.1K +$28.6K +505 +43%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$94.3K +$94.3K +1,674 New
HWA
84
HHM Wealth Advisors
Tennessee
$94.2K +$169 +3 +0.2%
Comerica Bank
85
Comerica Bank
Texas
$94.2K -$12.2K -217 -11%
LWMI
86
Legacy Wealth Management (Idaho)
Idaho
$88.1K +$88.1K +1,564 New
RF
87
Rossby Financial
Florida
$71.8K +$71.8K +1,268 New
HI
88
Harbour Investments
Wisconsin
$70.9K -$2.48K -44 -3%
AT
89
Arlington Trust
Alabama
$50.5K – – –
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$45K +$45K +797 New
BlackRock
91
BlackRock
New York
$41.2K +$8.62K +153 +26%
RJA
92
Ross\Johnson & Associates
Minnesota
$38.5K +$38.5K +683 New
AssetMark Inc
93
AssetMark Inc
California
$31.7K – – –
NA
94
NewEdge Advisors
Louisiana
$27.8K – – –
EWA
95
EverSource Wealth Advisors
Alabama
$22.3K +$22.3K +395 New
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$22K -$318K -5,695 -94%
CFD
97
Creative Financial Designs
Indiana
$20.1K +$56 +1 +0.3%
AF
98
Allworth Financial
California
$14.5K – – –
PS
99
Principal Securities
Iowa
$13.8K – – –
PTC
100
Private Trust Company
Ohio
$12.6K -$5.19K -92 -29%
1 2 3
4
5