JPMorgan US Momentum Factor ETF
JMOM
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.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
6% more capital invested
Capital invested by funds: $123M → $130M (+$7.36M)
5% more funds holding
Funds holding: 19 → 20 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.29% less ownership
Funds ownership: 82.18% → 79.88% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.95M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$577K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$398K |
| 4 |
LPL Financial
San Diego,
California
|
+$352K |
| 5 |
AIC
Ayalon Insurance Company
Ramat Gan,
Israel
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$929K |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$193K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$19K |
| 4 |
Morgan Stanley
New York
|
-$10K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$6.33K |
JMOM Hedge Fund Activity: Q1 2021 in Review
20 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q1 2021, worth a combined $130M — up 6% from $123M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JMOM positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $4.95M. The largest seller was Newfound Research, cutting an estimated $929K.
- 20 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q1 2021, up from 19 in Q4 2020.
- Funds reported $130M of JPMorgan US Momentum Factor ETF stock for Q1 2021, up 6% quarter-over-quarter.
- 5 funds opened new JPMorgan US Momentum Factor ETF positions in Q1 2021 and 4 closed out, a net change of +1 holder.
- The largest JPMorgan US Momentum Factor ETF buyer in Q1 2021 was Thrivent Financial for Lutherans, an estimated $4.95M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q1 2021 was Newfound Research, an estimated $929K sold.
Based on aggregated 13F filings for Q1 2021.