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JPMorgan US Momentum Factor ETF

119 hedge funds and large institutions have $1.42B invested in JPMorgan US Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

21% more capital invested

Capital invested by funds: $1.18B → $1.42B (+$246M)

11% more funds holding

Funds holding: 107119 (+12)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8.43% less ownership

Funds ownership: 90.84%82.4% (-8.4%)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.57%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
48
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
101
Arlington Trust
Alabama
$57.6K
HWA
102
HHM Wealth Advisors
Tennessee
$55.5K -$47.6K -809 -48%
SAM
103
Smartleaf Asset Management
Massachusetts
$43.7K +$31.1K +529 +335%
LWMI
104
Legacy Wealth Management (Idaho)
Idaho
$43K -$52.7K -895 -57%
LIS
105
Legacy Investment Solutions
Idaho
$43K +$39.4K +669 New
NA
106
NewEdge Advisors
Louisiana
$31.7K
EWA
107
EverSource Wealth Advisors
Alabama
$24.3K -$1K -17 -4%
CFD
108
Creative Financial Designs
Indiana
$23K
Wells Fargo
109
Wells Fargo
California
$20.2K +$18.5K +314 New
IA
110
IFP Advisors
Florida
$20.2K +$9.06K +154 +96%
AF
111
Allworth Financial
California
$16.5K
PTC
112
Private Trust Company
Ohio
$16.2K +$1.71K +29 +13%
GRP
113
Global Retirement Partners
California
$13.2K +$12.1K +206 New
TPWA
114
Twin Peaks Wealth Advisors
California
$8.1K +$7.29K +124 New
AWM
115
AE Wealth Management
Kansas
$7.78K
FIM
116
FWL Investment Management
Texas
$6.88K
LFA
117
LGT Financial Advisors
Texas
$3.09K -$176 -3 -6%
SWM
118
Spire Wealth Management
Virginia
$1.86K -$118 -2 -6%
AssetMark Inc
119
AssetMark Inc
California
$64 -$33K -561 -100%
SOS
120
Silver Oak Securities
Tennessee
-$2.89M -51,546 Closed
Jane Street
121
Jane Street
New York
-$1.79M -31,767 Closed
WA
122
Win Advisors
Florida
-$1.77M -31,400 Closed
CCFM
123
Clear Creek Financial Management
Washington
-$619K -10,981 Closed
WCA
124
Westover Capital Advisors
Delaware
-$323K -5,738 Closed
GVAG
125
Great Valley Advisor Group
Delaware
-$300K -5,318 Closed

JMOM Hedge Fund Activity: Q2 2025 in Review

119 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q2 2025, worth a combined $1.42B — up 21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JMOM positions and 10 closed out — a net gain of 13 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $24M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $4.03M.

  • 119 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $1.42B of JPMorgan US Momentum Factor ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 23 funds opened new JPMorgan US Momentum Factor ETF positions in Q2 2025 and 10 closed out, a net change of +13 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q2 2025 was LPL Financial, an estimated $24M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q2 2025 was Signature Estate & Investment Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2025.