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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

52 hedge funds and large institutions have $217M invested in JPMorgan US Momentum Factor ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
25
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$21.4M
2
LPL Financial
2
LPL Financial
California
$7.9M
3
NRW
3
Nova R Wealth
Kansas
$5.13M
4
VA
4
Vident Advisory
Georgia
$4.71M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10.6M

Top Sellers

1
VIA
1
Vident Investment Advisory
Georgia
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$186K
4
NA
4
NewEdge Advisors
Louisiana
$0
5
SEIA
5
Signature Estate & Investment Advisors
California
$3.36M
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$119M 2,798,527 +905 +0%
EH
2
Equitable Holdings
New York
$21.4M 521,372 +521,372 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$10.6M 258,563 +98,596 +62%
SPA
4
Shore Point Advisors
New Jersey
$10.3M 251,766 +11,187 +5%
LPL Financial
5
LPL Financial
California
$7.9M 192,508 +122,059 +173%
NRW
6
Nova R Wealth
Kansas
$5.13M 125,098 +115,110 +1,152%
VA
7
Vident Advisory
Georgia
$4.71M 114,833 +114,833 New
SC
8
Savant Capital
Illinois
$4M 97,474 -225 -0.2%
SEIA
9
Signature Estate & Investment Advisors
California
$3.36M 81,807 -2,556 -3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.99M 72,805 +72,805 New
KCM
11
Kathmere Capital Management
Pennsylvania
$2.74M 66,670 -36 -0.1%
IB
12
Intrust Bank
Kansas
$2.62M 63,793 -1,355 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.11M 51,314 +46,102 +885%
PCA
14
Prosperity Capital Advisors
Ohio
$1.72M 41,990 +1,177 +3%
Jane Street
15
Jane Street
New York
$1.65M 40,224 +10,294 +34%
CCP
16
Cassia Capital Partners
North Carolina
$1.65M 40,215 +40,215 New
Goldman Sachs
17
Goldman Sachs
New York
$1.6M 39,049 – –
CAN
18
Cetera Advisor Networks
California
$1.54M 37,542 +144 +0.4%
IA
19
IFG Advisory
Georgia
$1.54M 37,411 +37,411 New
SFS
20
Strategic Financial Services
New York
$1.39M 33,900 -178 -0.5%
GVAG
21
Great Valley Advisor Group
Delaware
$1.18M 28,748 +21,146 +278%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.03M 25,110 +54 +0.2%
DWA
23
Delos Wealth Advisors
Texas
$987K 23,007 -241 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$985K 23,989 -893 -4%
GCM
25
Gallacher Capital Management
Colorado
$825K 20,097 -293 -1%
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