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JPMorgan US Momentum Factor ETF

130 hedge funds and large institutions have $1.59B invested in JPMorgan US Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

10.29% more ownership

Funds ownership: 79.84%90.13% (+10%)

9% more capital invested

Capital invested by funds: $1.46B → $1.59B (+$129M)

6% more funds holding

Funds holding: 123130 (+7)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
1.58%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
57
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Able Wealth Management
New Jersey
$473K -$231K -3,390 -33%
NA
77
NewEdge Advisors
Louisiana
$435K +$401K +5,891 +1,195%
CWS
78
Cypress Wealth Services
California
$419K
Mariner
79
Mariner
Kansas
$407K +$407K +5,975 New
Creative Planning
80
Creative Planning
Kansas
$383K -$22K -323 -5%
PCA
81
Prosperity Capital Advisors
Ohio
$366K -$68 -1 -0%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$352K -$19.1K -280 -5%
CP
83
Castleview Partners
Texas
$326K +$17.6K +259 +6%
AWM
84
Axxcess Wealth Management
California
$312K
DA
85
Detalus Advisors
Missouri
$269K +$16.9K +248 +7%
BH
86
Burk Holdings
Oklahoma
$257K
SA
87
Sanctuary Advisors
Indiana
$254K +$254K +3,731 New
MOS
88
MGO One Seven
Ohio
$241K +$3.81K +56 +2%
TCM
89
Triumph Capital Management
Colorado
$240K -$42.9K -630 -15%
AC
90
AWM Capital
Arizona
$236K +$545 +8 +0.2%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$226K -$61.3K -900 -21%
BCA
92
Bay Colony Advisors
Massachusetts
$216K +$216K +3,168 New
Citadel Advisors
93
Citadel Advisors
Florida
$212K -$88.1K -1,294 -29%
Ameriprise
94
Ameriprise
Minnesota
$206K +$206K +3,024 New
AG
95
Ascent Group
Virginia
$206K +$205K +3,017 New
TFS
96
Thoroughbred Financial Services
Tennessee
$200K +$200K +2,940 New
BlackRock
97
BlackRock
New York
$124K -$49.8K -731 -29%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$123K +$8.85K +130 +8%
FFA
99
Farther Finance Advisors
California
$114K
Wells Fargo
100
Wells Fargo
California
$113K +$2.18K +32 +2%