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JPMorgan US Momentum Factor ETF

19 hedge funds and large institutions have $123M invested in JPMorgan US Momentum Factor ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

19% more funds holding

Funds holding: 1619 (+3)

4% more capital invested

Capital invested by funds: $118M → $123M (+$5.1M)

4.98% less ownership

Funds ownership: 87.15%82.18% (-5%)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$111M +$6.89M +187,474 +7%
NR
2
Newfound Research
Massachusetts
$3.78M +$3.57M +97,159 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.83M +$2.31M +62,990 +646%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.14M -$22.5M -613,000 -92%
Jane Street
5
Jane Street
New York
$1.11M +$1.05M +28,617 New
RJA
6
Raymond James & Associates
Florida
$423K +$171K +4,661 +75%
SFSIG
7
San Francisco Sentry Investment Group
California
$289K +$404 +11 +0.1%
IB
8
Intrust Bank
Kansas
$276K +$11.5K +314 +5%
AIC
9
Ayalon Insurance Company
Israel
$242K +$154K +4,200 +208%
KCM
10
Kathmere Capital Management
Pennsylvania
$193K -$50.1K -1,364 -22%
Citigroup
11
Citigroup
New York
$118K +$68.2K +1,855 +156%
HWA
12
HHM Wealth Advisors
Tennessee
$49K +$4.45K +121 +11%
Bank of America
13
Bank of America
North Carolina
$36K -$11.4K -309 -25%
UBS Group
14
UBS Group
Switzerland
$19K -$14.7K -400 -45%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10K -$7.35K -200 -43%
Morgan Stanley
16
Morgan Stanley
New York
$10K +$9.45K +257 New
IA
17
IFP Advisors
Florida
$6K
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$265K -7,618 Closed
JCM
20
Jacobi Capital Management
Pennsylvania
+$367 +10 New

JMOM Hedge Fund Activity: Q4 2020 in Review

19 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q4 2020, worth a combined $123M — up 4.3% from $118M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JMOM positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $6.89M. The largest seller was JP Morgan Chase, cutting an estimated $22.5M.

  • 19 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q4 2020, up from 16 in Q3 2020.
  • Funds reported $123M of JPMorgan US Momentum Factor ETF stock for Q4 2020, up 4.3% quarter-over-quarter.
  • 4 funds opened new JPMorgan US Momentum Factor ETF positions in Q4 2020 and 1 closed out, a net change of +3 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q4 2020 was Thrivent Financial for Lutherans, an estimated $6.89M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q4 2020 was JP Morgan Chase, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2020.