JPMorgan US Momentum Factor ETF
JMOM
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.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
3% more funds holding
Funds holding: 119 → 123 (+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: 7 → 7 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$19.8M |
| 2 |
EH
Equitable Holdings
New York
|
+$4.83M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.97M |
| 4 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$2.42M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$15.7M |
| 2 |
JP Morgan Chase
New York
|
-$13.8M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$11.6M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$9.51M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$6.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Two Sigma Investments
New York
| – | -$797K | -12,400 | Closed |
|
|
AFG
127
Atomi Financial Group
New York
| – | -$752K | -11,698 | Closed |
|
|
FPCP
128
Fort Point Capital Partners
San Francisco,
California
| – | -$543K | -8,444 | Closed |
|
129
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$451K | -7,009 | Closed |
|
|
AG
130
AmeriFlex Group
Las Vegas,
Nevada
| – | -$388K | -6,115 | Closed |
|
|
GT
131
Greenleaf Trust
Kalamazoo,
Michigan
| – | -$320K | -4,970 | Closed |
|
|
DAS
132
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$236K | -3,675 | Closed |
|
|
AAS
133
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$177K | -2,757 | Closed |
|
|
SS
134
Sunbelt Securities
Houston,
Texas
| – | -$88.8K | -1,524 | Closed |
|
|
PTC
135
Private Trust Company
Cleveland,
Ohio
| – | -$16.2K | -252 | Closed |
|
|
TPWA
136
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$8.1K | -124 | 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.