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JPMorgan US Momentum Factor ETF

130 hedge funds and large institutions have $1.59B invested in JPMorgan US Momentum Factor ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

10.29% more ownership

Funds ownership: 79.84%90.13% (+10%)

9% more capital invested

Capital invested by funds: $1.46B → $1.59B (+$129M)

6% more funds holding

Funds holding: 123130 (+7)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
1.58%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
57
Reduced
33
Closed
12
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
$860M +$23.9M +350,687 +3%
BTI
2
Blue Trust Inc
Georgia
$319M +$26.9M +395,006 +9%
EH
3
Equitable Holdings
New York
$75.6M +$7.67M +112,669 +11%
JP Morgan Chase
4
JP Morgan Chase
New York
$39.4M +$3.23M +47,365 +9%
SPA
5
Shore Point Advisors
New Jersey
$34M +$9.56M +140,326 +28%
KFAA
6
Klaas Financial Asset Advisors
Illinois
$29.8M +$215K +3,154 +0.7%
LPL Financial
7
LPL Financial
California
$25.4M +$372K +5,466 +1%
Corient Private Wealth
8
Corient Private Wealth
Florida
$16.1M +$15.4M +225,738 +2,169%
AWA
9
ARQ Wealth Advisors
Arizona
$11.9M +$783K +11,494 +7%
VA
10
Vident Advisory
Georgia
$10.7M -$391K -5,742 -4%
NRW
11
Nova R Wealth
Kansas
$10.5M +$286K +4,205 +3%
MCA
12
Magnolia Capital Advisors
Mississippi
$9.06M +$507K +7,443 +6%
CCP
13
Cassia Capital Partners
North Carolina
$8.85M -$265K -3,888 -3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$8.57M +$4.25M +62,412 +98%
WWG
15
West Wealth Group
California
$7.23M +$525K +7,711 +8%
SC
16
Savant Capital
Illinois
$5.38M -$188K -2,765 -3%
5W
17
5T Wealth
California
$4.61M +$82.1K +1,205 +2%
KWM
18
Kingsview Wealth Management
Oregon
$4.41M +$283K +4,149 +7%
FTS
19
Fifth Third Securities
Ohio
$4.39M +$8.58K +126 +0.2%
FHC
20
First Heartland Consultants
Missouri
$4.18M +$4.18M +61,365 New
BCI
21
Brinker Capital Investments
Pennsylvania
$4.14M -$505K -7,417 -11%
KCM
22
Kathmere Capital Management
Pennsylvania
$4.14M -$125K -1,832 -3%
Two Sigma Investments
23
Two Sigma Investments
New York
$4.12M +$4.11M +60,400 New
HighTower Advisors
24
HighTower Advisors
Illinois
$3.95M -$186K -2,724 -4%
VT
25
Vise Technologies
New York
$3.64M +$2.38M +34,937 +190%