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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 %
IA
101
IFP Advisors
Florida
$9.02K -$6.43K -114 -42%
SAM
102
Smartleaf Asset Management
Massachusetts
$8.86K +$8.86K +158 New
AWM
103
AE Wealth Management
Kansas
$6.82K – – –
FIM
104
FWL Investment Management
Texas
$6.04K -$11.7K -207 -66%
LFA
105
LGT Financial Advisors
Texas
$2.87K +$2.87K +51 New
GAG
106
Goodman Advisory Group
Massachusetts
$2.48K +$2.48K +44 New
SWM
107
Spire Wealth Management
Virginia
$1.75K +$1.75K +31 New
Wells Fargo
108
Wells Fargo
California
$1 -$44 -1 Closed
GM
109
GeoWealth Management
Illinois
– -$10.4M -178,333 Closed
FIA
110
Foundations Investment Advisors
Arizona
– -$2.01M -34,465 Closed
BP
111
Ballentine Partners
Massachusetts
– -$939K -16,114 Closed
WIA
112
World Investment Advisors
California
– -$449K -7,706 Closed
OFG
113
Oxford Financial Group
Indiana
– -$376K -6,457 Closed
RF
114
RHS Financial
California
– -$292K -5,009 Closed
VAG
115
VisionPoint Advisory Group
Texas
– -$281K -4,815 Closed
PAG
116
Private Advisor Group
New Jersey
– -$279K -4,796 Closed
OMC
117
Old Mission Capital
Illinois
– -$213K -3,657 Closed
AC
118
AWM Capital
Arizona
– -$201K -3,441 Closed
SS
119
Sunbelt Securities
Texas
– -$89.2K -1,524 Closed
CP
120
Castleview Partners
Texas
– -$63.2K -1,082 Closed
PA
121
PSI Advisors
Florida
– -$25.3K -435 Closed
UBS Group
122
UBS Group
Switzerland
– -$7.4K -127 Closed
GIA
123
GHP Investment Advisors
Colorado
– -$6.12K -105 Closed
US Bancorp
124
US Bancorp
Minnesota
– -$3.9K -67 Closed
UB
125
UMB Bank
Missouri
– -$2.45K -42 Closed
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