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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

45 hedge funds and large institutions have $165M invested in JPMorgan US Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
24
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$3.1M
2
VIA
2
Vident Investment Advisory
Georgia
$4.45M
3
Jane Street
3
Jane Street
New York
$1.8M
4
LPL Financial
4
LPL Financial
California
$2.12M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.55M

Top Sellers

1
EH
1
Equitable Holdings
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$358K
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.03M
5
GRP
5
Global Retirement Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$109M 2,891,188 +12,459 +0.4%
SPA
2
Shore Point Advisors
New Jersey
$9.28M 233,799 +9,362 +4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.84M 197,468 -16,780 -8%
VIA
4
Vident Investment Advisory
Georgia
$4.45M 112,268 +54,459 +94%
SEIA
5
Signature Estate & Investment Advisors
California
$3.47M 87,377 +7,831 +10%
KCM
6
Kathmere Capital Management
Pennsylvania
$3.42M 86,234 -1,452 -2%
SC
7
Savant Capital
Illinois
$3.1M 78,022 +55,437 +245%
IB
8
Intrust Bank
Kansas
$2.63M 66,245 +1,590 +2%
LPL Financial
9
LPL Financial
California
$2.12M 53,535 +31,698 +145%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.03M 51,281 -1,718 -3%
Jane Street
11
Jane Street
New York
$1.8M 45,453 +35,159 +342%
Goldman Sachs
12
Goldman Sachs
New York
$1.55M 39,049 +30,000 +332%
PCA
13
Prosperity Capital Advisors
Ohio
$1.51M 37,957 +18,395 +94%
CAN
14
Cetera Advisor Networks
California
$1.45M 36,653 +5,236 +17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.37M 34,389 +25,711 +296%
SFS
16
Strategic Financial Services
New York
$1.31M 32,981 +14,007 +74%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.03M 25,921 -25,324 -49%
KW
18
KWB Wealth
California
$989K 26,249 +964 +4%
DWA
19
Delos Wealth Advisors
Texas
$924K 23,284 +1,020 +5%
GCM
20
Gallacher Capital Management
Colorado
$794K 20,022 -1,360 -6%
Bank of America
21
Bank of America
North Carolina
$716K 18,040 -116 -0.6%
DAS
22
Dynamic Advisor Solutions
Arizona
$698K 17,600 -1,000 -5%
AIC
23
Ayalon Insurance Company
Israel
$514K 12,958 -13,832 -52%
KAS
24
Kestra Advisory Services
Texas
$409K 10,315 +10,315 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$358K 9,015 -44,510 -83%
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