JPMorgan US Momentum Factor ETF
JMOM
7 hedge funds and large institutions have $30.1M invested in JPMorgan US Momentum Factor ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
3% more capital invested
Capital invested by funds: $29.2M → $30.1M (+$910K)
4.18% less ownership
Funds ownership: 97.21% → 93.04% (-4.2%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$529K |
| 2 |
SFSIG
San Francisco Sentry Investment Group
San Francisco,
California
|
+$216K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$51 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$305K |
| 2 |
Jane Street
New York
|
-$29.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.05K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $23.9M | – | – | – |
|
|
PFG
2
Pacific Financial Group
Bellevue,
Washington
| $5.23M | +$5.6M | +218,140 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $494K | +$529K | +20,605 | New |
|
|
4
Jane Street
New York
| $259K | -$29.4K | -1,146 | -10% |
|
|
SFSIG
5
San Francisco Sentry Investment Group
San Francisco,
California
| $202K | +$216K | +8,426 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $1K | -$3.05K | -119 | -75% |
|
|
7
Bank of America
Charlotte,
North Carolina
| – | -$305K | -10,636 | Closed |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | +$51 | +2 | New |
|
JMOM Hedge Fund Activity: Q4 2018 in Review
7 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q4 2018, worth a combined $30.1M — up 3.1% from $29.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JMOM positions and 1 closed out — a net gain of 3 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $529K. The largest seller was Bank of America, exiting entirely with an estimated $305K sold.
- 7 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q4 2018, up from 4 in Q3 2018.
- Funds reported $30.1M of JPMorgan US Momentum Factor ETF stock for Q4 2018, up 3.1% quarter-over-quarter.
- 4 funds opened new JPMorgan US Momentum Factor ETF positions in Q4 2018 and 1 closed out, a net change of +3 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q4 2018 was Citadel Advisors, an estimated $529K added.
- The largest JPMorgan US Momentum Factor ETF seller in Q4 2018 was Bank of America, an estimated $305K sold.
Based on aggregated 13F filings for Q4 2018.