JPMorgan US Momentum Factor ETF
JMOM
11 hedge funds and large institutions have $44.8M invested in JPMorgan US Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
12.17% less ownership
Funds ownership: 94% → 81.83% (-12%)
20% less capital invested
Capital invested by funds: $55.7M → $44.8M (-$10.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$13.6M |
| 2 |
Jane Street
New York
|
+$321K |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$314K |
| 4 |
SFSIG
San Francisco Sentry Investment Group
San Francisco,
California
|
+$43.2K |
| 5 |
Citigroup
New York
|
+$31.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$9.24M |
| 2 |
JP Morgan Chase
New York
|
-$4.78M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.28M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$298K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$50K |
JMOM Hedge Fund Activity: Q1 2020 in Review
11 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q1 2020, worth a combined $44.8M — down 20% from $55.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JMOM positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $13.6M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $9.24M sold.
- 11 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q1 2020, up from 9 in Q4 2019.
- Funds reported $44.8M of JPMorgan US Momentum Factor ETF stock for Q1 2020, down 20% quarter-over-quarter.
- 5 funds opened new JPMorgan US Momentum Factor ETF positions in Q1 2020 and 3 closed out, a net change of +2 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q1 2020 was Thrivent Financial for Lutherans, an estimated $13.6M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q1 2020 was Pacific Financial Group, an estimated $9.24M sold.
Based on aggregated 13F filings for Q1 2020.