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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
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$138M +$6.88M +166,159 +6%
NR
2
Newfound Research
Massachusetts
$4.19M +$931K +22,503 +31%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.94M -$431K -10,422 -19%
Jane Street
4
Jane Street
New York
$960K -$479K -11,566 -34%
AIC
5
Ayalon Insurance Company
Israel
$901K +$346K +8,361 +68%
Goldman Sachs
6
Goldman Sachs
New York
$705K +$670K +16,176 New
PFS
7
Prospera Financial Services
Texas
$592K -$41.2K -995 -7%
DAS
8
Dynamic Advisor Solutions
Arizona
$548K +$289K +6,975 +125%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$446K +$424K +10,245 New
LPL Financial
10
LPL Financial
California
$375K -$12.1K -293 -3%
SFSIG
11
San Francisco Sentry Investment Group
California
$339K +$207 +5 +0.1%
IB
12
Intrust Bank
Kansas
$325K
RJA
13
Raymond James & Associates
Florida
$229K -$228K -5,519 -51%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$223K +$212K +5,112 New
KCM
15
Kathmere Capital Management
Pennsylvania
$216K +$206K +4,965 New
Bank of America
16
Bank of America
North Carolina
$174K -$1.45K -35 -0.9%
Citigroup
17
Citigroup
New York
$158K +$1.45K +35 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$65K
HWA
19
HHM Wealth Advisors
Tennessee
$57K
Morgan Stanley
20
Morgan Stanley
New York
$19K +$18.5K +447 New
CIAS
21
Capital Investment Advisory Services
North Carolina
$4K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$2K
RJFSA
23
Raymond James Financial Services Advisors
Florida
-$3.26M -82,801 Closed

JMOM Hedge Fund Activity: Q2 2021 in Review

24 of the 5,745 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.