Who Owns JPMorgan U.S. Momentum Factor ETF (JMOM)?Hedge Fund & Institutional Holders

$68.57-0.22 (-0.32%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.6036030833975e+203T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$50.29$55.58$60.87$66.16$71.45Sep 24Jun 25Mar 26

JMOM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+12.2M+$860.4M
Blue Trust, Inc.New Position+4.7M+$319.2M
Shore Point Advisors, LLCNew Position+637K+$34.0M
Klaas Financial Asset Advisors, LLCNew Position+438K+$29.8M
Nova R Wealth, Inc.New Position+155K+$10.5M
Cassia Capital Partners, LLCNew Position+130K+$8.9M
CWM, LLCNew Position+126K+$8.6M
West Wealth Group, LLCNew Position+106K+$7.2M
Savant Capital, LLCNew Position+79K+$5.0M
5T Wealth, LLCNew Position+68K+$4.6M
First Heartland Consultants, Inc.New Position+61K+$4.2M
Kathmere Capital Management, LLCNew Position+61K+$4.1M
TWO SIGMA INVESTMENTS, LPNew Position+60K+$4.0M
3Chopt Investment Partners, LLCNew Position+48K+$3.0M
KELLY FINANCIAL GROUP LLCNew Position+40K+$2.7M

JMOM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Vident Advisory, LLCDecreased-6K-$11.0B
Orion Porfolio Solutions, LLCDecreased-7K-$4.6B
HighTower Advisors, LLCDecreased-3K-$4.1B
Systelligence, LLCClosed Position-60K-$4.1B
INTRUST BANK NADecreased-987-$3.4B
Strategic Financial Services, Inc.Decreased-1K-$3.4B
Centennial Bank/AR/Decreased-9K-$3.1B
Crossmark Global Holdings, Inc.Closed Position-36K-$2.4B
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementDecreased-600-$1.2B
TSA Wealth Managment LLCDecreased-8-$1.1B
Integrated Wealth Concepts LLCClosed Position-16K-$1.1B
Advisory Services Network, LLCDecreased-397-$992.1M
OSAIC HOLDINGS, INC.Decreased-848-$972.2M
Private Advisor Group, LLCDecreased-289-$785.6M
Able Wealth Management LLCDecreased-3K-$701.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,246,694$860.4M1.17%Share
2Blue Trust, Inc.4,524,419$308.3M3.48%Share
3Equitable Holdings, Inc.1,109,250$75.0M0.51%Share
4JPMORGAN CHASE & CO527,371$35.0M0.00%Share
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO904,112$34.3M0.02%Share
6Shore Point Advisors, LLC637,108$34.0M14.37%Share
7Klaas Financial Asset Advisors, LLC437,789$29.8M4.33%Share
8LPL Financial LLC372,673$25.0M0.01%Share
9ARQ WEALTH ADVISORS, LLC174,934$11.9M3.22%Share
10Nova R Wealth, Inc.154,673$10.5M3.84%Share
11Vident Advisory, LLC156,590$10.0M0.09%Share
12MAGNOLIA CAPITAL ADVISORS LLC132,981$9.1M1.91%Share
13Cassia Capital Partners, LLC129,866$8.9M4.79%Share
14CWM, LLC125,799$8.6M0.02%Share
15Corient Private Wealth LLC112,642$7.7M0.01%Share
16West Wealth Group, LLC106,130$7.2M1.50%Share
17Blue Trust, Inc.99,769$6.8M0.08%Share
18Savant Capital, LLC78,959$5.0M0.03%Share
195T Wealth, LLC67,709$4.6M1.84%Share
20FIFTH THIRD SECURITIES, INC.64,376$4.4M0.29%Share
21First Heartland Consultants, Inc.61,365$4.2M0.32%Share
22Kathmere Capital Management, LLC60,790$4.1M0.28%Share
23Blue Trust, Inc.59,746$4.1M0.05%Share
24Orion Porfolio Solutions, LLC60,821$4.0M0.03%Share
25Kingsview Wealth Management, LLC64,725$4.0M0.06%Share
26TWO SIGMA INVESTMENTS, LP60,400$4.0M0.01%Share
27Strategic Financial Services, Inc.49,099$3.5M0.16%Share
28Delos Wealth Advisors, LLC45,354$3.1M2.04%Share
29Vise Technologies, Inc.53,358$3.0M0.06%Share
303Chopt Investment Partners, LLC48,059$3.0M0.67%Share
31INTRUST BANK NA48,438$3.0M0.25%Share
32HighTower Advisors, LLC58,024$3.0M0.00%Share
33JPMORGAN CHASE & CO50,534$3.0M0.00%Share
34ROYAL BANK OF CANADA45,176$3.0M0.00%Share
35KELLY FINANCIAL GROUP LLC39,756$2.7M0.69%Share
36Centennial Bank/AR/36,433$2.5M0.99%Share
37NorthCrest Asset Manangement, LLC31,552$2.2M0.05%Share
38Cetera Investment Advisers40,077$2.0M0.00%Share
39Atria Investments, Inc41,504$2.0M0.02%Share
40BANK OF AMERICA CORP /DE/39,824$2.0M0.00%Share
41CFS Investment Advisory Services, LLC28,067$1.9M0.14%Share
42Composition Wealth, LLC22,738$1.5M0.02%Share
43Professional Financial Advisors, LLC20,978$1.4M0.29%Share
44Belpointe Asset Management LLC20,039$1.4M0.05%Share
45Palumbo Wealth Management LLC19,949$1.4M0.34%Share
46Wealthfront Advisers LLC17,918$1.2M0.00%Share
47Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,133$1.2M0.02%Share
48SIGNATURE ESTATE & INVESTMENT ADVISORS LLC16,935$1.2M0.02%Share
49TSA Wealth Managment LLC16,355$1.1M0.37%Share
50J HAGAN CAPITAL, INC.16,168$1.1M0.61%Share

JMOM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025130$1.6B+52
Q3 202578$229.9B-36
Q2 2025114$1.4T+8
Q1 2025106$1.2T+26
Q4 202480$242.2T+22
Q3 202458$236.0T+4
Q2 202454$221.3T+1
Q1 202453$213.6T—

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As of Q4 2025, 50 institutional investors hold JMOM (JPMorgan U.S. Momentum Factor ETF). The largest holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $860.4M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own JMOM?

As of Q4 2025, 50 institutional investors report holding JMOM (JPMorgan U.S. Momentum Factor ETF) in their 13F filings.

Who is the largest institutional holder of JMOM?

The largest institutional holder of JMOM is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $860.4M in shares.

Is institutional ownership of JMOM increasing or decreasing?

This quarter, 15 institutions opened new positions in JMOM and 3 closed their positions.