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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

71 hedge funds and large institutions have $843M invested in JPMorgan US Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
33
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$474M
2
KFAA
2
Klaas Financial Asset Advisors
Illinois
$22.1M
3
EH
3
Equitable Holdings
New York
$38.4M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$3.34M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$3.34M

Top Sellers

1
MCA
1
Magnolia Capital Advisors
Mississippi
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
WA
4
Win Advisors
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$474M 8,842,764 +746,608 +9%
BTI
2
Blue Trust Inc
Georgia
$165M 3,140,156 -12,440 -0.4%
EH
3
Equitable Holdings
New York
$38.4M 717,232 +78,365 +12%
SPA
4
Shore Point Advisors
New Jersey
$27.1M 505,817 +4,372 +0.9%
KFAA
5
Klaas Financial Asset Advisors
Illinois
$22.1M 412,166 +412,166 New
LPL Financial
6
LPL Financial
California
$10.7M 199,673 -14,364 -7%
AWA
7
ARQ Wealth Advisors
Arizona
$9.37M 174,833 +4,077 +2%
VA
8
Vident Advisory
Georgia
$8.48M 158,189 +17,042 +12%
CCP
9
Cassia Capital Partners
North Carolina
$7.78M 145,198 +3,370 +2%
NRW
10
Nova R Wealth
Kansas
$7.76M 144,756 -155 -0.1%
CWM
11
Cornerstone Wealth Management
Missouri
$7.51M 140,131 +3,487 +3%
SC
12
Savant Capital
Illinois
$5.63M 105,039 -3,563 -3%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$5.06M 94,425 +30,927 +49%
SEIA
14
Signature Estate & Investment Advisors
California
$4.7M 87,758 +988 +1%
GVAG
15
Great Valley Advisor Group
Delaware
$4.57M 85,249 +13,096 +18%
KCM
16
Kathmere Capital Management
Pennsylvania
$3.46M 64,620 -562 -0.9%
BCI
17
Brinker Capital Investments
Pennsylvania
$3.34M 62,328 +62,328 New
OPS
18
Orion Portfolio Solutions
Nebraska
$3.34M 62,328 +62,328 New
IB
19
Intrust Bank
Kansas
$3.18M 59,294 -2,015 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.99M 55,813 +3,173 +6%
FTS
21
Fifth Third Securities
Ohio
$2.51M 46,868 +41,939 +851%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.12M 39,646 +2,194 +6%
DWA
23
Delos Wealth Advisors
Texas
$2.1M 39,205 +3,896 +11%
SFS
24
Strategic Financial Services
New York
$1.67M 31,175 -1,125 -3%
IA
25
IFG Advisory
Georgia
$1.63M 30,446 -2,159 -7%
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