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JPMorgan US Momentum Factor ETF

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.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
16
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$105M 2,879,335 -126,528 -4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.5M 235,998 +131,767 +126%
SPA
3
Shore Point Advisors
New Jersey
$6.79M 193,003 +14,196 +8%
SEIA
4
Signature Estate & Investment Advisors
California
$3.19M 90,634 -2,294 -2%
KCM
5
Kathmere Capital Management
Pennsylvania
$3.11M 88,421 +69,755 +374%
NR
6
Newfound Research
Massachusetts
$2.68M 76,222 -6,530 -8%
IB
7
Intrust Bank
Kansas
$2.38M 67,581 +5,114 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.87M 53,035 -15,302 -22%
LPL Financial
9
LPL Financial
California
$1.18M 33,483 +283 +0.9%
5L
10
55I LLC
Massachusetts
$1.16M 33,091 +11,637 +54%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.06M 30,000
Jane Street
12
Jane Street
New York
$1.04M 29,492 +13,127 +80%
AIC
13
Ayalon Insurance Company
Israel
$920K 26,156 -3,760 -13%
DWA
14
Delos Wealth Advisors
Texas
$768K 21,818 +21,818 New
SFS
15
Strategic Financial Services
New York
$689K 19,578 -2,839 -13%
DAS
16
Dynamic Advisor Solutions
Arizona
$654K 18,600 +1,500 +9%
CAN
17
Cetera Advisor Networks
California
$634K 18,027 +12,174 +208%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$551K 15,672 +15,672 New
PFS
19
Prospera Financial Services
Texas
$448K 12,724 -358 -3%
Goldman Sachs
20
Goldman Sachs
New York
$406K 11,543 -1 -0%
IA
21
Integrity Advisory
Kansas
$352K 10,011 +4,130 +70%
Bank of America
22
Bank of America
North Carolina
$345K 9,806 +492 +5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$276K 7,840 +7,840 New
Prudential Financial
24
Prudential Financial
New Jersey
$263K 7,402 +7,402 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$259K 7,350 +7,350 New