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JPMorgan US Momentum Factor ETF

34 hedge funds and large institutions have $163M invested in JPMorgan US Momentum Factor ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

42% more funds holding

Funds holding: 2434 (+10)

9% more capital invested

Capital invested by funds: $150M → $163M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.29% less ownership

Funds ownership: 79.19%77.89% (-1.3%)

Holders
34
Holders Change
+10
Holders Change %
+41.67%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
12
Reduced
2
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 +$989 +22 +0%
NR
2
Newfound Research
Massachusetts
$5.12M +$925K +20,580 +21%
RJA
3
Raymond James & Associates
Florida
$4.03M +$3.89M +86,525 +1,647%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.78M +$2.85M +63,302 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.7M +$1.67M +37,186 +2,489%
AIC
6
Ayalon Insurance Company
Israel
$1.57M +$665K +14,791 +72%
Citadel Advisors
7
Citadel Advisors
Florida
$1.41M +$1.45M +32,157 New
JP Morgan Chase
8
JP Morgan Chase
New York
$1.32M -$655K -14,578 -33%
SAM
9
Stringer Asset Management
Tennessee
$1.08M +$1.11M +24,725 New
Goldman Sachs
10
Goldman Sachs
New York
$916K +$211K +4,695 +29%
LPL Financial
11
LPL Financial
California
$800K +$433K +9,631 +112%
DAS
12
Dynamic Advisor Solutions
Arizona
$776K +$229K +5,100 +41%
FTUS
13
Flow Traders U.S.
New York
$682K +$699K +15,541 New
PFS
14
Prospera Financial Services
Texas
$607K +$10.8K +240 +2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$574K +$588K +13,076 New
IB
16
Intrust Bank
Kansas
$327K +$90 +2 +0%
FPCP
17
Fort Point Capital Partners
California
$293K +$300K +6,681 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$281K -$172K -3,835 -37%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$224K
KCM
20
Kathmere Capital Management
Pennsylvania
$218K
Bank of America
21
Bank of America
North Carolina
$212K +$38.3K +851 +21%
Citigroup
22
Citigroup
New York
$163K +$4.09K +91 +3%
SFC
23
SYM Financial Corp
Indiana
$114K +$117K +2,606 New
UBS Group
24
UBS Group
Switzerland
$82K +$84.1K +1,870 New
CA
25
Clearstead Advisors
Ohio
$74K +$75.8K +1,687 New

JMOM Hedge Fund Activity: Q3 2021 in Review

34 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2021, worth a combined $163M — up 8.7% from $150M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JMOM positions and 1 closed out — a net gain of 11 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.89M. The largest seller was Jane Street, exiting entirely with an estimated $960K sold.

  • 34 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2021, up from 24 in Q2 2021.
  • Funds reported $163M of JPMorgan US Momentum Factor ETF stock for Q3 2021, up 8.7% quarter-over-quarter.
  • 12 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2021 and 1 closed out, a net change of +11 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q3 2021 was Raymond James & Associates, an estimated $3.89M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q3 2021 was Jane Street, an estimated $960K sold.

Based on aggregated 13F filings for Q3 2021.