JPMorgan US Momentum Factor ETF
JMOM
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.
550% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 4
26% more funds holding
Funds holding: 78 → 98 (+20)
16% more capital invested
Capital invested by funds: $949M → $1.1B (+$155M)
5.16% more ownership
Funds ownership: 83.66% → 88.82% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$47.1M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$28.7M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$10.6M |
| 4 |
JP Morgan Chase
New York
|
+$10.1M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$6.08M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.3M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$718K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$637K |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
-$621K |
JMOM Hedge Fund Activity: Q4 2024 in Review
98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q4 2024, worth a combined $1.1B — up 16% from $949M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new JMOM positions and 4 closed out — a net gain of 22 holders — while 28 added to existing stakes and 35 trimmed.
The largest buyer was Blue Trust Inc, adding an estimated $47.1M. The largest seller was Win Advisors, exiting entirely with an estimated $6.08M sold.
- 98 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q4 2024, up from 78 in Q3 2024.
- Funds reported $1.1B of JPMorgan US Momentum Factor ETF stock for Q4 2024, up 16% quarter-over-quarter.
- 26 funds opened new JPMorgan US Momentum Factor ETF positions in Q4 2024 and 4 closed out, a net change of +22 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q4 2024 was Blue Trust Inc, an estimated $47.1M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q4 2024 was Win Advisors, an estimated $6.08M sold.
Based on aggregated 13F filings for Q4 2024.