We are live on ! Find out more
JMOM icon

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
HWA
101
HHM Wealth Advisors
Tennessee
$58.8K +$131 +2 +0.2%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$54.7K +$52.7K +805 New
AFWM
103
Abich Financial Wealth Management
Virginia
$51.3K +$49.5K +755 New
SAM
104
Smartleaf Asset Management
Massachusetts
$46.6K
LWMI
105
Legacy Wealth Management (Idaho)
Idaho
$45.4K
HBW
106
Hazlett, Burt & Watson
West Virginia
$44K +$42.6K +650 New
AT
107
Arlington Trust
Alabama
$34K -$25.9K -396 -44%
NA
108
NewEdge Advisors
Louisiana
$33.5K
EWA
109
EverSource Wealth Advisors
Alabama
$25.6K -$66 -1 -0.3%
IA
110
IFP Advisors
Florida
$23.8K +$2.42K +37 +12%
GRP
111
Global Retirement Partners
California
$20.8K +$6.55K +100 +49%
AF
112
Allworth Financial
California
$17.5K
MCM
113
MAI Capital Management
Ohio
$14.2K +$13.8K +210 New
CFD
114
Creative Financial Designs
Indiana
$9.54K -$14.2K -217 -61%
BFS
115
Bare Financial Services
Pennsylvania
$8.35K +$8.06K +123 New
AWM
116
AE Wealth Management
Kansas
$8.22K
FIM
117
FWL Investment Management
Texas
$7.27K
Optiver Holding
118
Optiver Holding
Netherlands
$4.48K +$4.32K +66 New
LFA
119
LGT Financial Advisors
Texas
$3.26K
SWM
120
Spire Wealth Management
Virginia
$1.83K -$131 -2 -7%
GAG
121
Goodman Advisory Group
Massachusetts
$1.02K +$983 +15 New
CFO
122
CVA Family Office
Colorado
$407 +$393 +6 New
AssetMark Inc
123
AssetMark Inc
California
$68
CWM
124
Cornerstone Wealth Management
Missouri
-$9.51M -147,929 Closed
PWM
125
Palumbo Wealth Management
New York
-$982K -15,279 Closed

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.