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JPMorgan US Momentum Factor ETF

123 hedge funds and large institutions have $1.46B invested in JPMorgan US Momentum Factor ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

3% more funds holding

Funds holding: 119123 (+4)

3% more capital invested

Capital invested by funds: $1.42B → $1.46B (+$39.5M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.57% less ownership

Funds ownership: 82.4%79.84% (-2.6%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
1.61%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
40
Reduced
48
Closed
13
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
$805M +$19.8M +301,812 +3%
BTI
2
Blue Trust Inc
Georgia
$291M -$599K -9,150 -0.2%
EH
3
Equitable Holdings
New York
$67.7M +$4.83M +73,748 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$36M -$13.8M -210,042 -28%
SPA
5
Shore Point Advisors
New Jersey
$33.7M -$85.5K -1,305 -0.3%
KFAA
6
Klaas Financial Asset Advisors
Illinois
$29.5M +$186K +2,832 +0.7%
LPL Financial
7
LPL Financial
California
$24.9M -$15.7M -239,692 -39%
AWA
8
ARQ Wealth Advisors
Arizona
$11.1M -$561K -8,557 -5%
VA
9
Vident Advisory
Georgia
$11M -$139K -2,125 -1%
NRW
10
Nova R Wealth
Kansas
$10.2M +$154K +2,355 +2%
CCP
11
Cassia Capital Partners
North Carolina
$9.08M -$12.7K -194 -0.1%
MCA
12
Magnolia Capital Advisors
Mississippi
$8.52M +$349K +5,329 +4%
WWG
13
West Wealth Group
California
$6.67M +$171K +2,603 +3%
SC
14
Savant Capital
Illinois
$5.55M -$80.4K -1,227 -1%
BCI
15
Brinker Capital Investments
Pennsylvania
$4.63M +$185K +2,820 +4%
5W
16
5T Wealth
California
$4.52M +$258K +3,938 +6%
FTS
17
Fifth Third Securities
Ohio
$4.36M -$63.6K -971 -1%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$4.3M +$1.18M +18,043 +40%
KCM
19
Kathmere Capital Management
Pennsylvania
$4.25M -$2.75K -42 -0.1%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.13M +$98.3K +1,501 +3%
KWM
21
Kingsview Wealth Management
Oregon
$4.11M +$3.97M +60,576 New
SL
22
Systelligence LLC
Minnesota
$4.07M -$5.84M -89,175 -60%
IB
23
Intrust Bank
Kansas
$3.45M -$150K -2,285 -4%
SFS
24
Strategic Financial Services
New York
$3.42M -$145K -2,210 -4%
3IP
25
3Chopt Investment Partners
Virginia
$3.26M

JMOM Hedge Fund Activity: Q3 2025 in Review

123 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2025, worth a combined $1.46B — up 2.8% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JMOM positions and 13 closed out — a net gain of 7 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $19.8M. The largest seller was LPL Financial, cutting an estimated $15.7M.

  • 123 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2025, up from 119 in Q2 2025.
  • Funds reported $1.46B of JPMorgan US Momentum Factor ETF stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 20 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2025 and 13 closed out, a net change of +7 holders.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $19.8M added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q3 2025 was LPL Financial, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2025.