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JPMorgan US Momentum Factor ETF

141 hedge funds and large institutions have $1.39B invested in JPMorgan US Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 31

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

8% more funds holding

Funds holding: 130141 (+11)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

13% less capital invested

Capital invested by funds: $1.59B → $1.39B (-$201M)

17.3% less ownership

Funds ownership: 90.13%72.83% (-17%)

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
1.74%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
64
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$540K +$43K +616 +8%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$525K -$31.1K -445 -5%
LW
78
Linscomb Wealth
Texas
$504K +$518K +7,420 New
Jane Street
79
Jane Street
New York
$500K +$514K +7,357 New
Cerity Partners
80
Cerity Partners
New York
$495K +$509K +7,283 New
AWM
81
Able Wealth Management
New Jersey
$490K +$19.1K +273 +4%
DWP
82
Daymark Wealth Partners
Ohio
$479K
BA
83
Brightwater Advisory
Florida
$476K -$1.54K -22 -0.3%
NA
84
NewEdge Advisors
Louisiana
$443K +$9.71K +139 +2%
MT
85
Midwest Trust
Kansas
$427K +$439K +6,286 New
CWS
86
Cypress Wealth Services
California
$417K -$699 -10 -0.2%
Marshall Wace
87
Marshall Wace
United Kingdom
$416K +$428K +6,129 New
Morgan Stanley
88
Morgan Stanley
New York
$392K -$1.3M -18,628 -76%
Creative Planning
89
Creative Planning
Kansas
$384K +$2.03K +29 +0.5%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$353K +$363K +5,194 New
TCM
91
Triumph Capital Management
Colorado
$346K +$110K +1,576 +45%
PCA
92
Prosperity Capital Advisors
Ohio
$342K -$23.7K -339 -6%
CP
93
Castleview Partners
Texas
$337K +$12.2K +175 +4%
SA
94
Sanctuary Advisors
Indiana
$326K +$74.9K +1,072 +29%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$324K +$102K +1,460 +44%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$319K -$32.4K -464 -9%
AWM
97
Axxcess Wealth Management
California
$311K
Mariner
98
Mariner
Kansas
$308K -$101K -1,440 -24%
TGAM
99
TBH Global Asset Management
Tennessee
$303K +$312K +4,461 New
MOS
100
MGO One Seven
Ohio
$296K +$57.4K +821 +23%