JPMorgan US Momentum Factor ETF
JMOM
40 hedge funds and large institutions have $145M invested in JPMorgan US Momentum Factor ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 6 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
6.65% more ownership
Funds ownership: 63.79% → 70.43% (+6.6%)
3% more funds holding
Funds holding: 39 → 40 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less capital invested
Capital invested by funds: $165M → $145M (-$19.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.1M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$2.7M |
| 3 |
DWA
Delos Wealth Advisors
Dallas,
Texas
|
+$844K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$606K |
| 5 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
+$549K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$4.89M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$592K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$519K |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$252K |
| 5 |
Citigroup
New York
|
-$152K |
JMOM Hedge Fund Activity: Q3 2022 in Review
40 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2022, worth a combined $145M — down 12% from $165M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JMOM positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $5.1M. The largest seller was Blue Trust Inc, cutting an estimated $4.89M.
- 40 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2022, up from 39 in Q2 2022.
- Funds reported $145M of JPMorgan US Momentum Factor ETF stock for Q3 2022, down 12% quarter-over-quarter.
- 7 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2022 and 6 closed out, a net change of +1 holder.
- The largest JPMorgan US Momentum Factor ETF buyer in Q3 2022 was Wealth Enhancement Advisory Services, an estimated $5.1M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q3 2022 was Blue Trust Inc, an estimated $4.89M sold.
Based on aggregated 13F filings for Q3 2022.