JPMorgan US Momentum Factor ETF
JMOM
41 hedge funds and large institutions have $180M invested in JPMorgan US Momentum Factor ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
17% more funds holding
Funds holding: 35 → 41 (+6)
1% more capital invested
Capital invested by funds: $178M → $180M (+$2.14M)
5.24% less ownership
Funds ownership: 68.52% → 63.28% (-5.2%)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.05M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.73M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.48M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$580K |
| 5 |
LPL Financial
San Diego,
California
|
+$514K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.74M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$1.81M |
| 3 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$1.43M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$980K |
| 5 |
Jane Street
New York
|
-$663K |
JMOM Hedge Fund Activity: Q1 2022 in Review
41 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q1 2022, worth a combined $180M — up 1.2% from $178M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JMOM positions and 4 closed out — a net gain of 6 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $3.05M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $2.74M.
- 41 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q1 2022, up from 35 in Q4 2021.
- Funds reported $180M of JPMorgan US Momentum Factor ETF stock for Q1 2022, up 1.2% quarter-over-quarter.
- 10 funds opened new JPMorgan US Momentum Factor ETF positions in Q1 2022 and 4 closed out, a net change of +6 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $3.05M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q1 2022 was Thrivent Financial for Lutherans, an estimated $2.74M sold.
Based on aggregated 13F filings for Q1 2022.