We are live on ! Find out more
JMOM icon

JPMorgan US Momentum Factor ETF

24 hedge funds and large institutions have $150M invested in JPMorgan US Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

20% more funds holding

Funds holding: 2024 (+4)

15% more capital invested

Capital invested by funds: $130M → $150M (+$19.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.7% less ownership

Funds ownership: 79.88%79.19% (-0.7%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change

JMOM Hedge Fund Activity: Q2 2021 in Review

24 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q2 2021, worth a combined $150M — up 15% from $130M a quarter earlier.

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

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $6.88M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $3.26M sold.

  • 24 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q2 2021, up from 20 in Q1 2021.
  • Funds reported $150M of JPMorgan US Momentum Factor ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 5 funds opened new JPMorgan US Momentum Factor ETF positions in Q2 2021 and 1 closed out, a net change of +4 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q2 2021 was Thrivent Financial for Lutherans, an estimated $6.88M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $3.26M sold.

Based on aggregated 13F filings for Q2 2021.