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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

78 hedge funds and large institutions have $949M invested in JPMorgan US Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
31
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$550M
2
WA
2
Win Advisors
Florida
$6.08M
3
EH
3
Equitable Holdings
New York
$46.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.1M
5
BTI
5
Blue Trust Inc
Georgia
$171M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$338K
2
GAG
2
Goodman Advisory Group
Massachusetts
$2.51K
3
Jane Street
3
Jane Street
New York
$0
4
IA
4
IFG Advisory
Georgia
$1.12M
5
3IP
5
3Chopt Investment Partners
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$550M 9,619,219 +776,455 +9%
BTI
2
Blue Trust Inc
Georgia
$171M 3,193,722 +53,566 +2%
EH
3
Equitable Holdings
New York
$46.2M 808,846 +91,614 +13%
SPA
4
Shore Point Advisors
New Jersey
$28.7M 502,183 -3,634 -0.7%
KFAA
5
Klaas Financial Asset Advisors
Illinois
$24.1M 421,883 +9,717 +2%
LPL Financial
6
LPL Financial
California
$12.5M 218,487 +18,814 +9%
AWA
7
ARQ Wealth Advisors
Arizona
$9.95M 178,482 +3,649 +2%
VA
8
Vident Advisory
Georgia
$8.58M 150,132 -8,057 -5%
NRW
9
Nova R Wealth
Kansas
$8.24M 144,292 -464 -0.3%
CCP
10
Cassia Capital Partners
North Carolina
$8.06M 141,167 -4,031 -3%
CWM
11
Cornerstone Wealth Management
Missouri
$8.06M 141,062 +931 +0.7%
SEIA
12
Signature Estate & Investment Advisors
California
$6.3M 110,279 +22,521 +26%
WA
13
Win Advisors
Florida
$6.08M 106,466 +106,466 New
SC
14
Savant Capital
Illinois
$5.87M 102,672 -2,367 -2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.41M 94,666 +241 +0.3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.1M 71,725 +71,725 New
KCM
17
Kathmere Capital Management
Pennsylvania
$3.67M 64,199 -421 -0.7%
BCI
18
Brinker Capital Investments
Pennsylvania
$3.37M 59,040 -3,288 -5%
OPS
19
Orion Portfolio Solutions
Nebraska
$3.37M 59,040 -3,288 -5%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.33M 58,313 +2,500 +4%
IB
21
Intrust Bank
Kansas
$3.25M 56,944 -2,350 -4%
FTS
22
Fifth Third Securities
Ohio
$2.62M 45,891 -977 -2%
DWA
23
Delos Wealth Advisors
Texas
$2.4M 42,092 +2,887 +7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.31M 40,347 +701 +2%
SFS
25
Strategic Financial Services
New York
$2.22M 38,946 +7,771 +25%
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