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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

65 hedge funds and large institutions have $264M invested in JPMorgan US Momentum Factor ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
65
Holders Change
+13
Holders Change %
+25%
% of All Funds
0.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
27
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPA
1
Shore Point Advisors
New Jersey
$22.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$19.8M
3
CWM
3
Cornerstone Wealth Management
Missouri
$5.99M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$4.34M
5
CCP
5
Cassia Capital Partners
North Carolina
$4.77M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.3M
2
Jane Street
2
Jane Street
New York
$629K
3
BTI
3
Blue Trust Inc
Georgia
$114M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$325K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$233K
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$114M 2,775,425 -23,102 -0.8%
EH
2
Equitable Holdings
New York
$26.1M 571,246 +49,874 +10%
SPA
3
Shore Point Advisors
New Jersey
$22.5M 493,254 +241,488 +96%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$19.8M 433,876 +175,313 +68%
LPL Financial
5
LPL Financial
California
$9.27M 202,846 +10,338 +5%
NRW
6
Nova R Wealth
Kansas
$6.17M 135,024 +9,926 +8%
CWM
7
Cornerstone Wealth Management
Missouri
$5.99M 131,023 +131,023 New
VA
8
Vident Advisory
Georgia
$5.98M 130,827 +15,994 +14%
SC
9
Savant Capital
Illinois
$5.08M 111,239 +13,765 +14%
CCP
10
Cassia Capital Partners
North Carolina
$4.77M 104,255 +64,040 +159%
MCA
11
Magnolia Capital Advisors
Mississippi
$4.34M 90,843 +90,843 New
SEIA
12
Signature Estate & Investment Advisors
California
$3.86M 84,321 +2,514 +3%
KCM
13
Kathmere Capital Management
Pennsylvania
$2.98M 65,192 -1,478 -2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$2.96M 64,847 +45,661 +238%
IB
15
Intrust Bank
Kansas
$2.91M 63,764 -29 -0%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.49M 54,273 +2,959 +6%
GVAG
17
Great Valley Advisor Group
Delaware
$2.34M 51,201 +22,453 +78%
PCA
18
Prosperity Capital Advisors
Ohio
$2.01M 44,055 +2,065 +5%
IA
19
IFG Advisory
Georgia
$1.91M 41,876 +4,465 +12%
Goldman Sachs
20
Goldman Sachs
New York
$1.78M 38,862 -187 -0.5%
CAN
21
Cetera Advisor Networks
California
$1.68M 36,798 -744 -2%
SFS
22
Strategic Financial Services
New York
$1.53M 33,533 -367 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.33M 29,008 +5,019 +21%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.3M 28,520 -44,285 -61%
AWM
25
Able Wealth Management
New Jersey
$1.17M 25,545 +25,545 New
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