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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

98 hedge funds and large institutions have $1.1B invested in JPMorgan US Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 4 closing their positions.

Holders
98
Holders Change
+20
Holders Change %
+25.64%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
28
Reduced
35
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$232M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$589M
3
GM
3
GeoWealth Management
Illinois
$10.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.5M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$10.2M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$939K
3
SEIA
3
Signature Estate & Investment Advisors
California
$5.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.06M
5
SF
5
Synovus Financial
Georgia
$846K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$589M 10,103,855 +484,636 +5%
BTI
2
Blue Trust Inc
Georgia
$232M 3,988,291 +794,569 +25%
EH
3
Equitable Holdings
New York
$52.5M 900,983 +92,137 +11%
SPA
4
Shore Point Advisors
New Jersey
$29.1M 499,074 -3,109 -0.6%
KFAA
5
Klaas Financial Asset Advisors
Illinois
$24.7M 423,844 +1,961 +0.5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$15.5M 265,709 +171,043 +181%
LPL Financial
7
LPL Financial
California
$14M 241,063 +22,576 +10%
GM
8
GeoWealth Management
Illinois
$10.4M 178,333 +178,333 New
AWA
9
ARQ Wealth Advisors
Arizona
$10.4M 178,109 -373 -0.2%
VA
10
Vident Advisory
Georgia
$10.3M 176,111 +25,979 +17%
IWC
11
Integrated Wealth Concepts
Massachusetts
$10.2M 174,637 +168,780 +2,882%
NRW
12
Nova R Wealth
Kansas
$8.26M 141,679 -2,613 -2%
CWM
13
Cornerstone Wealth Management
Missouri
$8.11M 139,120 -1,942 -1%
CCP
14
Cassia Capital Partners
North Carolina
$8.1M 139,064 -2,103 -1%
MCA
15
Magnolia Capital Advisors
Mississippi
$7.1M 121,776 +121,776 New
SEIA
16
Signature Estate & Investment Advisors
California
$5.72M 98,173 -12,106 -11%
SC
17
Savant Capital
Illinois
$5.63M 96,630 -6,042 -6%
WWG
18
West Wealth Group
California
$4.95M 84,967 +84,967 New
BCI
19
Brinker Capital Investments
Pennsylvania
$3.72M 63,762 +4,722 +8%
OPS
20
Orion Portfolio Solutions
Nebraska
$3.72M 63,762 +4,722 +8%
KCM
21
Kathmere Capital Management
Pennsylvania
$3.59M 61,657 -2,542 -4%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.45M 59,207 +894 +2%
IB
23
Intrust Bank
Kansas
$3.21M 55,074 -1,870 -3%
FTS
24
Fifth Third Securities
Ohio
$2.78M 47,758 +1,867 +4%
DWA
25
Delos Wealth Advisors
Texas
$2.62M 45,035 +2,943 +7%
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