Who Owns JMOM?
JPMorgan U.S. Momentum Factor ETF — Institutional Ownership & 13F Holdings
$74.88
-0.80 (-1.06%)
Market Cap
$2.0B
Shares Outstanding
25,409,069
Institutional Holders
106
Total Inst. Value
$1.5B
% of Float Held
—
QoQ Holder Change
+53
Institutional data as of Q1 2025
New Positions
44
Closed Positions
18
Increased
21
Decreased
31
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $655.7M | 11,633,460 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $317.5M | 5,634 |
| 3 | Blue Trust, Inc. | $233.4M | 4,141,628 |
| 4 | Equitable Holdings, Inc. | $47.4M | 841,088 |
| 5 | Shore Point Advisors, LLCNew | $28.1M | 498,320 |
| 6 | JPMORGAN CHASE & CO | $25.7M | 455,184 |
| 7 | Klaas Financial Asset Advisors, LLC | $23.9M | 424,656 |
| 8 | SILVER OAK SECURITIES, INCORPORATEDNew | $20.4M | 369,068 |
| 9 | Integrated Wealth Concepts LLC | $10.5M | 186,912 |
| 10 | Vident Advisory, LLC | $10.4M | 183,676 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +2.0M | $655.7M |
| Blue Trust, Inc. | +226K | $233.4M |
| Shore Point Advisors, LLCNew | +498K | $28.1M |
| JPMORGAN CHASE & CO | +189K | $25.7M |
| Klaas Financial Asset Advisors, LLC | +812 | $23.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Equitable Holdings, Inc. | -60K | $47.4M |
| LPL Financial LLC | -43K | $11K |
| Savant Capital, LLC | -9K | $5.0M |
| ARQ WEALTH ADVISORS, LLC | -6K | $9.7M |
| ROYAL BANK OF CANADA | -6K | $22K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold JMOM?
As of Q1 2025, 106 institutional investors report holding JMOM (JPMorgan U.S. Momentum Factor ETF) in their 13F filings.
Which hedge fund owns the most JMOM?
The largest institutional holder of JMOM is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $655.7M in shares.
Are institutions buying or selling JMOM?
This quarter, 44 institutions opened new positions in JMOM and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.