JPMorgan US Momentum Factor ETF
JMOM
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.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more funds holding
Funds holding: 52 → 65 (+13)
22% more capital invested
Capital invested by funds: $217M → $264M (+$46.7M)
2.89% more ownership
Funds ownership: 73.27% → 76.16% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
+$10.3M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.48M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$5.59M |
| 4 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
+$3.87M |
| 5 |
CCP
Cassia Capital Partners
Winston Salem,
North Carolina
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.89M |
| 2 |
Jane Street
New York
|
-$1.13M |
| 3 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$985K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$768K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$154K |
JMOM Hedge Fund Activity: Q4 2023 in Review
65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q4 2023, worth a combined $264M — up 22% from $217M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JMOM positions and 2 closed out — a net gain of 14 holders — while 27 added to existing stakes and 18 trimmed.
The largest buyer was Shore Point Advisors, adding an estimated $10.3M. The largest seller was Susquehanna International Group, cutting an estimated $1.89M.
- 65 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q4 2023, up from 52 in Q3 2023.
- Funds reported $264M of JPMorgan US Momentum Factor ETF stock for Q4 2023, up 22% quarter-over-quarter.
- 16 funds opened new JPMorgan US Momentum Factor ETF positions in Q4 2023 and 2 closed out, a net change of +14 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q4 2023 was Shore Point Advisors, an estimated $10.3M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q4 2023 was Susquehanna International Group, an estimated $1.89M sold.
Based on aggregated 13F filings for Q4 2023.