JPMorgan US Momentum Factor ETF
JMOM
9 hedge funds and large institutions have $55.7M invested in JPMorgan US Momentum Factor ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
1.48% less ownership
Funds ownership: 95.48% → 94% (-1.5%)
10% less funds holding
Funds holding: 10 → 9 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
39% less capital invested
Capital invested by funds: $91M → $55.7M (-$35.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.8M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$1.97M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.33M |
| 4 |
LPL Financial
San Diego,
California
|
+$94K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$34.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$44.1M |
| 2 |
JP Morgan Chase
New York
|
-$3.37M |
| 3 |
Jane Street
New York
|
-$702K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $26.9M | -$3.37M | -114,733 | -11% |
|
|
2
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $16.6M | +$6.8M | +231,322 | +73% |
|
|
PFG
3
Pacific Financial Group
Bellevue,
Washington
| $9.24M | +$1.97M | +67,081 | +28% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.38M | +$1.33M | +45,269 | New |
|
|
5
LPL Financial
San Diego,
California
| $1.28M | +$94K | +3,197 | +8% |
|
|
SFSIG
6
San Francisco Sentry Investment Group
San Francisco,
California
| $251K | +$6.26K | +213 | +3% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $50K | +$34.5K | +1,174 | +252% |
|
|
JWBC
8
John W. Brooker & Co
Oakland,
California
| $2K | +$2.41K | +82 | New |
|
|
AIC
9
Ayalon Insurance Company
Ramat Gan,
Israel
| $1K | +$588 | +20 | New |
|
|
TIM
10
Total Investment Management
Scottsdale,
Arizona
| – | -$44.1M | -1,526,966 | Closed |
|
|
11
Jane Street
New York
| – | -$702K | -24,298 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$2K | -74 | Closed |
|
JMOM Hedge Fund Activity: Q4 2019 in Review
9 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q4 2019, worth a combined $55.7M — down 39% from $91M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JMOM and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 5 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $6.8M. The largest seller was Total Investment Management, exiting entirely with an estimated $44.1M sold.
- 9 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q4 2019, down from 10 in Q3 2019.
- Funds reported $55.7M of JPMorgan US Momentum Factor ETF stock for Q4 2019, down 39% quarter-over-quarter.
- 3 funds opened new JPMorgan US Momentum Factor ETF positions in Q4 2019 and 4 closed out, a net change of -1 holder.
- The largest JPMorgan US Momentum Factor ETF buyer in Q4 2019 was Thrivent Financial for Lutherans, an estimated $6.8M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q4 2019 was Total Investment Management, an estimated $44.1M sold.
Based on aggregated 13F filings for Q4 2019.