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JPMorgan US Momentum Factor ETF (JMOM) Institutional Ownership

$59.07 +0.74 (+1.27%)
(As of 12/20/2024 04:33 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan US Momentum Factor ETF (NYSEARCA:JMOM)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$568.80M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$11.46M
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JMOM Institutional Buying and Selling by Quarter

JPMorgan US Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Synovus Financial Corp24,978$1.43M0.0%+118.8%0.145%
11/25/2024 World Investment Advisors LLC7,021$401K0.0%N/A0.041%
11/15/2024 Delos Wealth Advisors LLC42,092$2.41M2.1%+7.4%0.244%
11/15/2024 Orion Portfolio Solutions LLC59,040$3.37M0.1%-5.3%0.342%
11/15/2024 Integrated Wealth Concepts LLC5,857$335K0.0%N/A0.034%
11/15/2024 HighTower Advisors LLC58,313$3.33M0.0%+4.5%0.338%
11/12/2024 Great Valley Advisor Group Inc.5,918$338K0.0%-93.1%0.034%
11/6/2024 Signature Estate & Investment Advisors LLC110,279$6.30M0.1%+25.7%0.639%
11/2/2024 17 Capital Partners LLC7,836$448K0.3%+29.6%0.045%
11/1/2024 Assetmark Inc.562$32K0.0%N/A0.003%
11/1/2024 Able Wealth Management LLC18,400$1.05M0.8%-15.9%0.107%
10/28/2024 Palumbo Wealth Management LLC11,291$645K0.3%+2.7%0.065%
10/24/2024 Wealth Enhancement Advisory Services LLC9,619,219$549.55M1.2%+8.8%55.764%
10/23/2024 Klaas Financial Asset Advisors LLC421,883$24.10M4.2%+2.4%2.446%
10/22/2024 Private Advisor Group LLC5,501$314K0.0%-38.3%0.032%
10/21/2024 Cassia Capital Partners LLC141,167$8.07M5.3%-2.8%0.818%
10/18/2024Blue Trust Inc.3,193,722$171.18M2.2%+1.7%18.514%
10/16/2024 Good Life Advisors LLC3,563$204K0.0%N/A0.021%
10/16/2024 Cornerstone Wealth Management LLC141,062$8.06M0.6%+0.7%0.818%
10/15/2024 Nova R Wealth Inc.144,292$8.24M4.1%-0.3%0.836%
10/11/2024 Creative Planning4,716$269K0.0%+6.1%0.027%
10/10/2024 Professional Financial Advisors LLC21,146$1.21M0.3%-4.3%0.123%
10/10/2024 Shore Point Advisors LLC502,183$28.69M15.4%-0.7%2.911%
10/9/2024 Patten Group Inc.8,753$500K0.1%+2.3%0.051%
10/8/2024 Brightwater Advisory LLC11,199$640K0.5%-14.8%0.065%
10/8/2024 Daymark Wealth Partners LLC8,689$496K0.0%-23.8%0.050%
10/8/2024 Dynamic Advisor Solutions LLC4,200$240K0.0%N/A0.024%
9/10/2024 Brightwater Advisory LLC13,152$705K0.5%N/A0.076%
8/22/2024 Cetera Investment Advisers39,646$2.13M0.0%+5.9%0.230%
8/22/2024 3Chopt Investment Partners LLC10,148$544K0.2%N/A0.059%
8/16/2024 Northwestern Mutual Wealth Management Co.6,917$371K0.0%-11.9%0.040%
8/16/2024 Magnolia Capital Advisors LLC92,629$4.97M0.2%+1.4%0.537%
8/16/2024 Kathmere Capital Management LLC64,620$3.46M0.4%-0.9%0.375%
8/16/2024 Goodman Advisory Group LLC14,106$756K0.2%N/A0.082%
8/15/2024 Daymark Wealth Partners LLC11,399$611K0.0%-13.1%0.066%
8/14/2024 Delos Wealth Advisors LLC39,205$2.10M2.0%+11.0%0.227%
8/6/2024 Gallacher Capital Management LLC17,815$955K0.5%-2.8%0.103%
8/6/2024 Savant Capital LLC105,039$5.63M0.1%-3.3%0.609%
7/31/2024 IFG Advisory LLC30,446$1.63M0.1%-6.6%0.176%
7/26/2024 Signature Estate & Investment Advisors LLC87,758$4.70M0.1%+1.1%0.509%
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7/26/2024 Patten Group Inc.8,558$459K0.1%+20.1%0.050%
7/18/2024Blue Trust Inc.3,140,156$165.42M2.3%-0.4%18.204%
7/18/2024 17 Capital Partners LLC6,046$324K0.2%+22.7%0.035%
7/16/2024 Cornerstone Wealth Management LLC140,131$7.51M0.6%+2.6%0.812%
7/16/2024 Great Valley Advisor Group Inc.85,249$4.57M0.1%+18.2%0.494%
7/16/2024 Wealth Enhancement Advisory Services LLC8,842,764$473.96M1.1%+9.2%51.262%
7/15/2024 Fifth Third Securities Inc.46,868$2.51M0.2%+850.9%0.272%
5/24/2024 Cetera Investment Advisers37,452$1.97M0.0%N/A0.217%
5/23/2024 ARQ Wealth Advisors LLC170,756$9.00M3.9%N/A0.990%
5/17/2024 Comerica Bank2,246$118K0.0%-10.2%0.013%
5/14/2024 Vident Advisory LLC141,147$7.44M0.2%+7.9%0.818%
5/9/2024 Delos Wealth Advisors LLC35,309$1.86M2.1%+61.4%0.209%
5/6/2024 Gallacher Capital Management LLC18,337$966K0.5%-4.7%0.109%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,296$332K0.0%-85.7%0.037%
5/2/2024 Magnolia Capital Advisors LLC91,380$4.52M3.7%+0.6%0.541%
5/1/2024 Janney Montgomery Scott LLC6,644$350K0.0%-15.2%0.039%
5/1/2024Blue Trust Inc.3,152,596$166.08M2.3%+13.6%18.654%
5/1/2024 Private Advisor Group LLC9,013$475K0.0%+5.3%0.053%
4/25/2024 Professional Financial Advisors LLC22,115$1.17M0.3%N/A0.131%
4/24/2024 Win Advisors Inc.38,355$2.02M0.9%N/A0.229%
4/22/2024 Cassia Capital Partners LLC141,828$7.47M5.0%+36.0%0.847%
4/19/2024 Cornerstone Wealth Management LLC136,644$7.20M0.6%+4.3%0.816%
4/18/2024 Woodmont Investment Counsel LLC1,686$89K0.0%N/A0.010%
4/18/2024 RHS Financial LLC3,931$207K0.1%-53.7%0.023%
4/16/2024 Wealth Enhancement Advisory Services LLC8,096,156$426.51M1.1%+1,766.0%48.335%
4/15/2024 Sunbelt Securities Inc.1,514$80K0.0%N/A0.009%
4/12/2024 Nova R Wealth Inc.144,911$7.63M4.0%+7.3%0.865%
4/11/2024 17 Capital Partners LLC4,927$260K0.2%N/A0.029%
2/20/2024 Able Wealth Management LLC25,545$1.17M1.1%N/A0.381%
2/8/2024 Strategic Financial Services Inc33,533$1.53M0.1%-1.1%0.500%
2/7/2024 Shore Point Advisors LLC493,254$22.54M14.0%+95.9%7.362%
2/7/2024 Delos Wealth Advisors LLC21,871$1M1.4%-4.9%0.326%
2/6/2024 Private Advisor Group LLC8,563$391K0.0%-10.0%0.128%
2/6/2024 Gallacher Capital Management LLC19,250$880K0.5%-4.2%0.287%
2/6/2024 Westover Capital Advisors LLC5,218$239K0.1%N/A0.078%
2/6/2024 Great Valley Advisor Group Inc.51,201$2.34M0.1%+78.1%0.764%
2/5/2024 Savant Capital LLC111,239$5.09M0.1%+14.1%1.660%
2/2/2024 Magnolia Capital Advisors LLC90,843$4.34M3.2%N/A1.356%
1/29/2024 Cassia Capital Partners LLC104,255$4.77M4.0%+159.2%1.556%
1/29/2024 Signature Estate & Investment Advisors LLC84,321$3.86M0.1%+3.1%1.259%
1/24/2024 Arlington Trust Co LLC1,630$75K0.0%N/A0.024%
1/23/2024Householder Group Estate & Retirement Specialist LLC1,103$50K0.0%+160.8%0.016%
1/22/2024 Palumbo Wealth Management LLC4,586$210K0.1%N/A0.068%
1/19/2024 Nova R Wealth Inc.135,024$6.17M3.9%+7.9%2.015%
1/19/2024 Quent Capital LLC3,174$145K0.0%N/A0.047%
1/18/2024Blue Trust Inc.2,775,425$126.87M1.9%-0.8%41.424%
1/17/2024 IFG Advisory LLC41,876$1.91M0.1%+11.9%0.625%
1/16/2024Raymond James Financial Services Advisors Inc.7,113$325K0.0%-71.7%0.106%
1/16/2024Raymond James & Associates11,847$542K0.0%+20.6%0.177%
1/10/2024 Cornerstone Wealth Management LLC131,023$5.99M0.5%N/A1.956%
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1/9/2024 Daymark Wealth Partners LLC13,356$611K0.0%N/A0.199%
11/16/2023 Delos Wealth Advisors LLC23,007$987K1.2%-1.0%0.343%
11/13/2023 Gallacher Capital Management LLC20,097$825K0.5%-1.4%0.300%
11/13/2023 LPL Financial LLC192,508$7.90M0.0%+173.3%2.873%
11/8/2023 HighTower Advisors LLC51,314$2.11M0.0%+884.5%0.766%
11/7/2023 Great Valley Advisor Group Inc.28,748$1.18M0.0%+278.2%0.429%
11/3/2023 Private Advisor Group LLC9,511$390K0.0%N/A0.142%
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors41,990$1.72M0.2%+2.9%0.627%
11/1/2023 Wealthfront Advisers LLC9,374$385K0.0%+41.7%0.140%
10/26/2023 Signature Estate & Investment Advisors LLC81,807$3.36M0.1%-3.0%1.221%
(Data available from 1/1/2016 forward)

JMOM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMOM shares?

During the previous two years, 64 institutional investors and hedge funds held shares of JPMorgan US Momentum Factor ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($549.55M), Blue Trust Inc. ($171.18M), Ronald Blue Trust Inc. ($118.57M), Shore Point Advisors LLC ($28.69M), Klaas Financial Asset Advisors LLC ($24.10M), ARQ Wealth Advisors LLC ($9.00M), and Nova R Wealth Inc. ($8.24M).Learn more on JMOM's institutional investors.

Which institutional investors have been buying JPMorgan US Momentum Factor ETF stock?

Of the 58 institutional investors that purchased JPMorgan US Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($9.19M), Blue Trust Inc. ($430.74K), Shore Point Advisors LLC ($300.25K), ARQ Wealth Advisors LLC ($170.76K), Nova R Wealth Inc. ($144.91K), Cassia Capital Partners LLC ($141.83K), and Cornerstone Wealth Management LLC ($141.06K).

How much institutional buying is happening at JPMorgan US Momentum Factor ETF?

Institutional investors have bought a total of 11,548,406 shares in the last 24 months. This purchase volume represents approximately $599.33M in transactions.

Which JPMorgan US Momentum Factor ETF major shareholders have been selling company stock?

Of the 30 institutional investors that sold JPMorgan US Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ronald Blue Trust Inc. ($94.17K), Great Valley Advisor Group Inc. ($79.33K), Wealth Enhancement Advisory Services LLC ($76.03K), Raymond James Financial Services Advisors Inc. ($45.94K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($37.76K), Blue Trust Inc. ($35.54K), and Kathmere Capital Management LLC ($22.28K).

How much institutional selling is happening at JPMorgan US Momentum Factor ETF?

Institutional investors have sold a total of 484,587 shares in the last 24 months. This volume of shares sold represents approximately $22.58M in transactions.


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This page (NYSEARCA:JMOM) was last updated on 12/22/2024 by MarketBeat.com Staff
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