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JPMorgan US Momentum Factor ETF

75 hedge funds and large institutions have $769M invested in JPMorgan US Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
29
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$427M 8,096,156 +7,662,280 +1,766%
BTI
2
Blue Trust Inc
Georgia
$166M 3,152,596 +377,171 +14%
EH
3
Equitable Holdings
New York
$33.7M 638,867 +67,621 +12%
SPA
4
Shore Point Advisors
New Jersey
$26.4M 501,445 +8,191 +2%
LPL Financial
5
LPL Financial
California
$11.3M 214,037 +11,191 +6%
AWA
6
ARQ Wealth Advisors
Arizona
$9M 170,756 +170,756 New
NRW
7
Nova R Wealth
Kansas
$7.63M 144,911 +9,887 +7%
CCP
8
Cassia Capital Partners
North Carolina
$7.47M 141,828 +37,573 +36%
VA
9
Vident Advisory
Georgia
$7.44M 141,147 +10,320 +8%
CWM
10
Cornerstone Wealth Management
Missouri
$7.2M 136,644 +5,621 +4%
SC
11
Savant Capital
Illinois
$5.72M 108,602 -2,637 -2%
SEIA
12
Signature Estate & Investment Advisors
California
$4.57M 86,770 +2,449 +3%
MCA
13
Magnolia Capital Advisors
Mississippi
$4.52M 91,380 +537 +0.6%
GVAG
14
Great Valley Advisor Group
Delaware
$3.8M 72,153 +20,952 +41%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.57M 67,693 +39,173 +137%
KCM
16
Kathmere Capital Management
Pennsylvania
$3.43M 65,182 -10 -0%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$3.35M 63,498 -1,349 -2%
IB
18
Intrust Bank
Kansas
$3.23M 61,309 -2,455 -4%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.77M 52,640 -1,633 -3%
GM
20
GeoWealth Management
Illinois
$2.41M 45,702 +45,702 New
WA
21
Win Advisors
Florida
$2.02M 38,355 +38,355 New
CAN
22
Cetera Advisor Networks
California
$1.97M 37,452 +654 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.97M 37,452 +37,452 New
DWA
24
Delos Wealth Advisors
Texas
$1.86M 35,309 +13,438 +61%
IA
25
IFG Advisory
Georgia
$1.72M 32,605 -9,271 -22%