JPMorgan US Momentum Factor ETF
JMOM
35 hedge funds and large institutions have $178M invested in JPMorgan US Momentum Factor ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 7 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
9% more capital invested
Capital invested by funds: $163M → $178M (+$14.9M)
3% more funds holding
Funds holding: 34 → 35 (+1)
9.37% less ownership
Funds ownership: 77.89% → 68.52% (-9.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.25M |
| 2 |
Jane Street
New York
|
+$1.02M |
| 3 |
Citigroup
New York
|
+$808K |
| 4 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$676K |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$636K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.04M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.06M |
| 3 |
Goldman Sachs
New York
|
-$916K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$871K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$682K |
JMOM Hedge Fund Activity: Q4 2021 in Review
35 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q4 2021, worth a combined $178M — up 9.1% from $163M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JMOM positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Newfound Research, adding an estimated $1.25M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $2.04M.
- 35 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q4 2021, up from 34 in Q3 2021.
- Funds reported $178M of JPMorgan US Momentum Factor ETF stock for Q4 2021, up 9.1% quarter-over-quarter.
- 8 funds opened new JPMorgan US Momentum Factor ETF positions in Q4 2021 and 7 closed out, a net change of +1 holder.
- The largest JPMorgan US Momentum Factor ETF buyer in Q4 2021 was Newfound Research, an estimated $1.25M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q4 2021 was Thrivent Financial for Lutherans, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2021.