JPMorgan US Momentum Factor ETF
JMOM
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.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
18% more funds holding
Funds holding: 40 → 47 (+7)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
5% more capital invested
Capital invested by funds: $145M → $152M (+$7.32M)
0.08% more ownership
Funds ownership: 70.43% → 70.51% (+0.08%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$2.16M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.65M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$1.32M |
| 4 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
+$1.19M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$970K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$825K |
| 2 |
Jane Street
New York
|
-$728K |
| 3 |
LPL Financial
San Diego,
California
|
-$442K |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$421K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$373K |
JMOM Hedge Fund Activity: Q4 2022 in Review
47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q4 2022, worth a combined $152M — up 5% from $145M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JMOM positions and 3 closed out — a net gain of 9 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $2.16M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $825K.
- 47 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q4 2022, up from 40 in Q3 2022.
- Funds reported $152M of JPMorgan US Momentum Factor ETF stock for Q4 2022, up 5% quarter-over-quarter.
- 12 funds opened new JPMorgan US Momentum Factor ETF positions in Q4 2022 and 3 closed out, a net change of +9 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q4 2022 was Equitable Holdings, an estimated $2.16M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q4 2022 was Wealth Enhancement Advisory Services, an estimated $825K sold.
Based on aggregated 13F filings for Q4 2022.