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JPMorgan US Momentum Factor ETF

123 hedge funds and large institutions have $1.46B invested in JPMorgan US Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

3% more funds holding

Funds holding: 119123 (+4)

3% more capital invested

Capital invested by funds: $1.42B → $1.46B (+$39.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.57% less ownership

Funds ownership: 82.4%79.84% (-2.6%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
1.61%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
40
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$404K +$95.4K +1,456 +32%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$376K -$33K -503 -8%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$370K +$1.25K +19 +0.4%
PCA
79
Prosperity Capital Advisors
Ohio
$365K -$4.65K -71 -1%
AWM
80
Axxcess Wealth Management
California
$311K +$300K +4,577 New
CP
81
Castleview Partners
Texas
$307K -$64.6K -986 -18%
Citadel Advisors
82
Citadel Advisors
Florida
$300K +$289K +4,412 New
RL
83
Retireful LLC
Michigan
$289K -$194K -2,967 -41%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$286K +$75.6K +1,154 +38%
TCM
85
Triumph Capital Management
Colorado
$282K +$50.3K +768 +23%
TGAM
86
TBH Global Asset Management
Tennessee
$261K +$252K +3,843 New
BH
87
Burk Holdings
Oklahoma
$256K +$247K +3,770 New
DA
88
Detalus Advisors
Missouri
$251K -$15.7K -240 -6%
MOS
89
MGO One Seven
Ohio
$236K -$393 -6 -0.2%
AC
90
AWM Capital
Arizona
$234K +$590 +9 +0.3%
BlackRock
91
BlackRock
New York
$173K
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$114K
FFA
93
Farther Finance Advisors
California
$113K
Wells Fargo
94
Wells Fargo
California
$111K +$86.4K +1,318 +420%
Comerica Bank
95
Comerica Bank
Texas
$101K -$12.1K -184 -11%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$98.4K +$95K +1,450 New
RFP
97
Root Financial Partners
California
$86.5K +$83.5K +1,274 New
RF
98
Rossby Financial
Florida
$86.1K
LFG
99
Larson Financial Group
Missouri
$76.1K -$454K -6,937 -86%
HI
100
Harbour Investments
Wisconsin
$61.3K +$66 +1 +0.1%

JMOM Hedge Fund Activity: Q3 2025 in Review

123 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2025, worth a combined $1.46B — up 2.8% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JMOM positions and 13 closed out — a net gain of 7 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $19.8M. The largest seller was LPL Financial, cutting an estimated $15.7M.

  • 123 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2025, up from 119 in Q2 2025.
  • Funds reported $1.46B of JPMorgan US Momentum Factor ETF stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 20 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2025 and 13 closed out, a net change of +7 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $19.8M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q3 2025 was LPL Financial, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2025.