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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

20 hedge funds and large institutions have $130M invested in JPMorgan US Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
10
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$118M
2
PFS
2
Prospera Financial Services
Texas
$574K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.26M
4
LPL Financial
4
LPL Financial
California
$350K
5
AIC
5
Ayalon Insurance Company
Israel
$489K

Top Sellers

1
NR
1
Newfound Research
Massachusetts
$2.9M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$0
5
IA
5
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$118M 2,992,227 +125,040 +4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.26M 82,801 +10,064 +14%
NR
3
Newfound Research
Massachusetts
$2.9M 73,678 -23,481 -24%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.16M 55,000 – –
Jane Street
5
Jane Street
New York
$1.32M 33,605 +4,988 +17%
PFS
6
Prospera Financial Services
Texas
$574K 14,587 +14,587 New
AIC
7
Ayalon Insurance Company
Israel
$489K 12,268 +6,051 +97%
RJA
8
Raymond James & Associates
Florida
$424K 10,773 -97 -0.9%
LPL Financial
9
LPL Financial
California
$350K 8,896 +8,896 New
SFSIG
10
San Francisco Sentry Investment Group
California
$306K 7,771 +325 +4%
IB
11
Intrust Bank
Kansas
$293K 7,449 +362 +5%
DAS
12
Dynamic Advisor Solutions
Arizona
$220K 5,600 +5,600 New
Bank of America
13
Bank of America
North Carolina
$158K 4,026 +3,112 +340%
Citigroup
14
Citigroup
New York
$141K 3,591 +544 +18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$59K 1,494 +1,228 +462%
HWA
16
HHM Wealth Advisors
Tennessee
$51K 1,301 +35 +3%
CIAS
17
Capital Investment Advisory Services
North Carolina
$4K 100 +100 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2K 43 – –
KCM
19
Kathmere Capital Management
Pennsylvania
– – -4,965 Closed
UBS Group
20
UBS Group
Switzerland
– – -492 Closed
Morgan Stanley
21
Morgan Stanley
New York
– – -257 Closed
IA
22
IFP Advisors
Florida
– – -160 Closed
JCM
23
Jacobi Capital Management
Pennsylvania
$0 10 – –
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
25
Wells Fargo
California
$0 1 +1 New