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JPMorgan US Momentum Factor ETF

16 hedge funds and large institutions have $118M invested in JPMorgan US Momentum Factor ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more capital invested

Capital invested by funds: $51.4M → $118M (+$66.5M)

36.99% more ownership

Funds ownership: 50.17%87.15% (+37%)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7% more funds holding

Funds holding: 1516 (+1)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change

JMOM Hedge Fund Activity: Q3 2020 in Review

16 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2020, worth a combined $118M — up 130% from $51.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JMOM positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $56M. The largest seller was JP Morgan Chase, cutting an estimated $1.84M.

  • 16 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2020, up from 15 in Q2 2020.
  • Funds reported $118M of JPMorgan US Momentum Factor ETF stock for Q3 2020, up 130% quarter-over-quarter.
  • 4 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2020 and 3 closed out, a net change of +1 holder.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $56M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q3 2020 was JP Morgan Chase, an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2020.