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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
HBW
126
Hazlett, Burt & Watson
West Virginia
$44K
AT
127
Arlington Trust
Alabama
$34K
EWA
128
EverSource Wealth Advisors
Alabama
$31.7K +$6.29K +90 +24%
AF
129
Allworth Financial
California
$23.9K
GSEP
130
Golden State Equity Partners
California
$22.5K +$23.1K +331 New
Wells Fargo
131
Wells Fargo
California
$18.8K -$97K -1,388 -83%
TPWA
132
Twin Peaks Wealth Advisors
California
$17.3K +$17.7K +254 New
HI
133
Harbour Investments
Wisconsin
$16.3K -$24K -343 -59%
FCT
134
Family Capital Trust
Massachusetts
$12.5K +$4.47K +64 +53%
KFG
135
Kingdom Financial Group
Arizona
$12.2K +$12.5K +179 New
LAS
136
Lloyd Advisory Services
Georgia
$12.2K +$12.5K +179 New
CFD
137
Creative Financial Designs
Indiana
$9.58K
AssetMark Inc
138
AssetMark Inc
California
$8.63K
FIM
139
FWL Investment Management
Texas
$7.27K
VAI
140
Vanguard Advisers Inc
Pennsylvania
$2.72K +$2.79K +40 New
SWM
141
Spire Wealth Management
Virginia
$1.83K
Two Sigma Investments
142
Two Sigma Investments
New York
-$4.12M -60,400 Closed
AI
143
Atria Investments
North Carolina
-$2.83M -41,504 Closed
IA
144
IFG Advisory
Georgia
-$1.47M -21,573 Closed
PFPG
145
Pinnacle Financial Partners (Georgia)
Georgia
-$667K -9,777 Closed
CF
146
Centaurus Financial
California
-$602K -8,828 Closed
Citadel Advisors
147
Citadel Advisors
Florida
-$212K -3,118 Closed
BlackRock
148
BlackRock
New York
-$124K -1,817 Closed
KAS
149
Kestra Advisory Services
Texas
-$53.1K -778 Closed
MCM
150
MAI Capital Management
Ohio
-$14.3K -210 Closed