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JPMorgan US Momentum Factor ETF
JMOM

Overview Fund Activity

107 hedge funds and large institutions have $1.18B invested in JPMorgan US Momentum Factor ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
30
Increased
31
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$86.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M
3
BTI
Blue Trust Inc
Georgia
+$8.64M
4
SOS
Silver Oak Securities
Tennessee
+$2.89M
5
KFG
Kelly Financial Group
Connecticut
+$2.05M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$10.4M
2
EH
Equitable Holdings
New York
-$3.38M
3
LPL Financial
LPL Financial
California
-$2.41M
4
FIA
Foundations Investment Advisors
Arizona
-$2.01M
5
BP
Ballentine Partners
Massachusetts
-$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$656M +$86.2M +1,529,605 +15%
BTI
2
Blue Trust Inc
Georgia
$233M +$8.64M +153,337 +4%
EH
3
Equitable Holdings
New York
$47.4M -$3.38M -59,895 -7%
SPA
4
Shore Point Advisors
New Jersey
$28.1M -$42.5K -754 -0.2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$25.7M +$10.7M +189,475 +71%
KFAA
6
Klaas Financial Asset Advisors
Illinois
$23.9M +$45.8K +812 +0.2%
LPL Financial
7
LPL Financial
California
$11.2M -$2.41M -42,717 -18%
IWC
8
Integrated Wealth Concepts
Massachusetts
$10.5M +$692K +12,275 +7%
VA
9
Vident Advisory
Georgia
$10.4M +$426K +7,565 +4%
AWA
10
ARQ Wealth Advisors
Arizona
$9.69M -$344K -6,112 -3%
CWM
11
Cornerstone Wealth Management
Missouri
$8.45M +$611K +10,833 +8%
MCA
12
Magnolia Capital Advisors
Mississippi
$8.01M +$1.15M +20,385 +17%
NRW
13
Nova R Wealth
Kansas
$7.95M -$34.4K -610 -0.4%
CCP
14
Cassia Capital Partners
North Carolina
$7.72M -$117K -2,075 -1%
SEIA
15
Signature Estate & Investment Advisors
California
$5.31M -$218K -3,869 -4%
WWG
16
West Wealth Group
California
$5.13M +$314K +5,527 +7%
SC
17
Savant Capital
Illinois
$4.97M -$480K -8,524 -9%
BCI
18
Brinker Capital Investments
Pennsylvania
$3.58M -$12.5K -221 -0.3%
OPS
19
Orion Portfolio Solutions
Nebraska
$3.58M -$12.5K -221 -0.3%
FTS
20
Fifth Third Securities
Ohio
$3.53M +$834K +14,801 +31%
KCM
21
Kathmere Capital Management
Pennsylvania
$3.51M +$39.3K +698 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.31M -$29.7K -527 -0.9%
IB
23
Intrust Bank
Kansas
$2.99M -$109K -1,934 -4%
SOS
24
Silver Oak Securities
Tennessee
$2.89M +$2.89M +51,546 New
DWA
25
Delos Wealth Advisors
Texas
$2.55M +$7.61K +135 +0.3%
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