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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

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

21% more capital invested

Capital invested by funds: $1.18B → $1.42B (+$246M)

11% more funds holding

Funds holding: 107119 (+12)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8.43% less ownership

Funds ownership: 90.84%82.4% (-8.4%)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.57%
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
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$749M -$2.31M -39,265 -0.3%
BTI
2
Blue Trust Inc
Georgia
$276M +$9.2M +156,450 +4%
EH
3
Equitable Holdings
New York
$59.3M +$4.81M +81,745 +10%
JP Morgan Chase
4
JP Morgan Chase
New York
$47.6M +$16.8M +285,477 +63%
LPL Financial
5
LPL Financial
California
$39M +$24M +408,553 +206%
SPA
6
Shore Point Advisors
New Jersey
$32M -$13.7K -233 -0%
KFAA
7
Klaas Financial Asset Advisors
Illinois
$27.8M +$420K +7,147 +2%
IWC
8
Integrated Wealth Concepts
Massachusetts
$12.5M +$405K +6,877 +4%
VA
9
Vident Advisory
Georgia
$10.6M -$1.13M -19,219 -10%
AWA
10
ARQ Wealth Advisors
Arizona
$9.69M
SL
11
Systelligence LLC
Minnesota
$9.58M +$8.77M +149,061 New
NRW
12
Nova R Wealth
Kansas
$9.52M +$414K +7,044 +5%
CWM
13
Cornerstone Wealth Management
Missouri
$9.51M -$119K -2,024 -1%
CCP
14
Cassia Capital Partners
North Carolina
$8.61M -$179K -3,041 -2%
MCA
15
Magnolia Capital Advisors
Mississippi
$7.73M -$1.29M -21,952 -15%
Corient Private Wealth
16
Corient Private Wealth
Florida
$7.5M +$6.6M +112,136 +2,520%
WWG
17
West Wealth Group
California
$6.22M +$313K +5,322 +6%
SC
18
Savant Capital
Illinois
$5.33M -$193K -3,281 -4%
VT
19
Vise Technologies
New York
$4.9M +$4.48M +76,214 New
BCI
20
Brinker Capital Investments
Pennsylvania
$4.21M +$110K +1,877 +3%
FTS
21
Fifth Third Securities
Ohio
$4.19M +$157K +2,662 +4%
KCM
22
Kathmere Capital Management
Pennsylvania
$4.03M +$18.2K +309 +0.5%
5W
23
5T Wealth
California
$4.02M +$2.08M +35,363 +130%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.81M +$33.4K +567 +1%
IB
25
Intrust Bank
Kansas
$3.41M -$1.71K -29 -0.1%

JMOM Hedge Fund Activity: Q2 2025 in Review

119 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q2 2025, worth a combined $1.42B — up 21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JMOM positions and 10 closed out — a net gain of 13 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $24M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $4.03M.

  • 119 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $1.42B of JPMorgan US Momentum Factor ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 23 funds opened new JPMorgan US Momentum Factor ETF positions in Q2 2025 and 10 closed out, a net change of +13 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q2 2025 was LPL Financial, an estimated $24M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q2 2025 was Signature Estate & Investment Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2025.