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JPMorgan US Momentum Factor ETF

119 hedge funds and large institutions have $1.42B invested in JPMorgan US Momentum Factor ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
48
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$749M -$2.54M -39,265 -0.3%
BTI
2
Blue Trust Inc
Georgia
$276M +$10.1M +156,450 +4%
EH
3
Equitable Holdings
New York
$59.3M +$5.26M +81,745 +10%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$47.6M +$18.4M +285,477 +63%
LPL Financial
5
LPL Financial
California
$39M +$26.3M +408,553 +206%
SPA
6
Shore Point Advisors
New Jersey
$32M -$15K -233 -0%
KFAA
7
Klaas Financial Asset Advisors
Illinois
$27.8M +$459K +7,147 +2%
IWC
8
Integrated Wealth Concepts
Massachusetts
$12.5M +$442K +6,877 +4%
VA
9
Vident Advisory
Georgia
$10.6M -$1.24M -19,219 -10%
AWA
10
ARQ Wealth Advisors
Arizona
$9.69M
SL
11
Systelligence LLC
Minnesota
$9.58M +$9.58M +149,061 New
NRW
12
Nova R Wealth
Kansas
$9.52M +$453K +7,044 +5%
CWM
13
Cornerstone Wealth Management
Missouri
$9.51M -$130K -2,024 -1%
CCP
14
Cassia Capital Partners
North Carolina
$8.61M -$196K -3,041 -2%
MCA
15
Magnolia Capital Advisors
Mississippi
$7.73M -$1.41M -21,952 -15%
Corient Private Wealth
16
Corient Private Wealth
Florida
$7.5M +$7.21M +112,136 +2,520%
WWG
17
West Wealth Group
California
$6.22M +$346K +5,322 +6%
SC
18
Savant Capital
Illinois
$5.46M -$209K -3,252 -4%
VT
19
Vise Technologies
New York
$4.9M +$4.9M +76,214 New
BCI
20
Brinker Capital Investments
Pennsylvania
$4.21M +$121K +1,877 +3%
FTS
21
Fifth Third Securities
Ohio
$4.19M +$171K +2,662 +4%
KCM
22
Kathmere Capital Management
Pennsylvania
$4.03M +$19.9K +309 +0.5%
5W
23
5T Wealth
California
$4.02M +$2.27M +35,363 +130%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.81M +$36.5K +567 +1%
IB
25
Intrust Bank
Kansas
$3.41M -$1.86K -29 -0.1%