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JPMorgan US Momentum Factor ETF

141 hedge funds and large institutions have $1.39B invested in JPMorgan US Momentum Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 31

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

8% more funds holding

Funds holding: 130141 (+11)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

13% less capital invested

Capital invested by funds: $1.59B → $1.39B (-$201M)

17.3% less ownership

Funds ownership: 90.13%72.83% (-17%)

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
1.74%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
64
Reduced
31
Closed
14
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
$628M -$218M -3,122,339 -25%
BTI
2
Blue Trust Inc
Georgia
$324M +$5.84M +83,512 +2%
EH
3
Equitable Holdings
New York
$86M +$10.7M +152,670 +14%
JP Morgan Chase
4
JP Morgan Chase
New York
$49.8M +$12.6M +179,743 +31%
SPA
5
Shore Point Advisors
New Jersey
$34.6M +$1.4M +20,005 +3%
LPL Financial
6
LPL Financial
California
$28.1M +$2.91M +41,643 +11%
NRW
7
Nova R Wealth
Kansas
$16.5M +$6.17M +88,316 +57%
MCA
8
Magnolia Capital Advisors
Mississippi
$16.2M +$7.4M +105,967 +80%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$13M +$4.56M +65,304 +52%
AWA
10
ARQ Wealth Advisors
Arizona
$12.8M +$973K +13,930 +8%
WWG
11
West Wealth Group
California
$12.3M +$5.19M +74,242 +70%
VA
12
Vident Advisory
Georgia
$11.5M +$839K +12,007 +8%
CCP
13
Cassia Capital Partners
North Carolina
$9.61M +$811K +11,610 +9%
Corient Private Wealth
14
Corient Private Wealth
Florida
$7.95M -$8.32M -119,065 -50%
BCI
15
Brinker Capital Investments
Pennsylvania
$6.07M +$2M +28,560 +47%
SC
16
Savant Capital
Illinois
$5.43M +$64.8K +927 +1%
5W
17
5T Wealth
California
$5.2M +$616K +8,818 +13%
KWM
18
Kingsview Wealth Management
Oregon
$4.45M +$52.8K +755 +1%
FTS
19
Fifth Third Securities
Ohio
$4.18M -$194K -2,773 -4%
KCM
20
Kathmere Capital Management
Pennsylvania
$4.09M -$37.9K -542 -0.9%
Bank of America
21
Bank of America
North Carolina
$3.84M +$271K +3,873 +7%
KFG
22
Kelly Financial Group
Connecticut
$3.66M +$991K +14,186 +36%
VT
23
Vise Technologies
New York
$3.64M
DWA
24
Delos Wealth Advisors
Texas
$3.32M +$249K +3,558 +8%
SFS
25
Strategic Financial Services
New York
$3.3M -$35.8K -512 -1%