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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

47 hedge funds and large institutions have $152M invested in JPMorgan US Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
17
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$2.14M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.93M
3
VIA
3
Vident Investment Advisory
Georgia
$2.18M
4
SPA
4
Shore Point Advisors
New Jersey
$8.46M
5
GRP
5
Global Retirement Partners
California
$964K

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$8.35M
2
Jane Street
2
Jane Street
New York
$388K
3
LPL Financial
3
LPL Financial
California
$823K
4
SEIA
4
Signature Estate & Investment Advisors
California
$3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$220K
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$101M 2,878,729 -606 -0%
SPA
2
Shore Point Advisors
New Jersey
$8.46M 224,437 +31,434 +16%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.35M 214,248 -21,750 -9%
KCM
4
Kathmere Capital Management
Pennsylvania
$3.3M 87,686 -735 -0.8%
SEIA
5
Signature Estate & Investment Advisors
California
$3M 79,546 -11,088 -12%
IB
6
Intrust Bank
Kansas
$2.44M 64,655 -2,926 -4%
VIA
7
Vident Investment Advisory
Georgia
$2.18M 57,809 +34,720 +150%
EH
8
Equitable Holdings
New York
$2.14M 56,897 +56,897 New
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$2.02M 53,525 +23,525 +78%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2M 52,999 -36 -0.1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.93M 51,245 +43,405 +554%
CAN
12
Cetera Advisor Networks
California
$1.18M 31,417 +13,390 +74%
Prudential Financial
13
Prudential Financial
New Jersey
$1.14M 30,269 +22,867 +309%
AIC
14
Ayalon Insurance Company
Israel
$1.01M 26,790 +634 +2%
GRP
15
Global Retirement Partners
California
$964K 25,586 +25,554 +79,856%
KW
16
KWB Wealth
California
$953K 25,285 +25,285 New
SC
17
Savant Capital
Illinois
$851K 22,585 +22,585 New
DWA
18
Delos Wealth Advisors
Texas
$839K 22,264 +446 +2%
LPL Financial
19
LPL Financial
California
$823K 21,837 -11,646 -35%
GCM
20
Gallacher Capital Management
Colorado
$806K 21,382 +21,382 New
PCA
21
Prosperity Capital Advisors
Ohio
$737K 19,562 +19,562 New
SFS
22
Strategic Financial Services
New York
$715K 18,974 -604 -3%
DAS
23
Dynamic Advisor Solutions
Arizona
$701K 18,600 – –
Bank of America
24
Bank of America
North Carolina
$684K 18,156 +8,350 +85%
Jane Street
25
Jane Street
New York
$388K 10,294 -19,198 -65%
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