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JPMorgan US Momentum Factor ETF (JMOM) Institutional Ownership

JPMorgan US Momentum Factor ETF logo
$54.00 +0.19 (+0.35%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan US Momentum Factor ETF (NYSEARCA:JMOM)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$390.36M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$13.42M
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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
4/18/2025Cornerstone Wealth Management LLC149,953$8.45M0.6%+7.8%0.649%
4/17/2025 Janney Montgomery Scott LLC6,621$373K0.0%+23.7%0.029%
4/16/2025 Wealth Enhancement Advisory Services LLC11,633,460$655.66M1.3%+15.1%50.361%
4/16/2025 Kelly Financial Group LLC43,049$2.43M0.4%+547.0%0.186%
4/16/2025 NorthCrest Asset Manangement LLC21,984$1.24M0.0%+165.5%0.095%
4/14/2025 Farther Finance Advisors LLC1,677$95K0.0%+43.1%0.007%
4/14/2025 Daymark Wealth Partners LLC8,159$460K0.0%-3.1%0.035%
4/10/2025 Cypress Wealth Services LLC6,106$344K0.1%N/A0.027%
3/24/2025Mascagni Wealth Management Inc.1,218$71K0.1%N/A0.005%
3/17/2025 Wealth Enhancement Advisory Services LLC10,103,855$588.75M1.1%+5.0%44.452%
3/17/2025 NorthCrest Asset Manangement LLC8,279$482K0.0%N/A0.036%
2/24/2025Ameriflex Group Inc.3,911$240K0.1%N/A0.017%
2/19/2025ARQ Wealth Advisors LLC178,109$10.38M3.9%-0.2%0.779%
2/18/2025Vise Technologies Inc.23,808$1.39M0.1%N/A0.138%
2/17/2025Vident Advisory LLC176,111$10.26M0.2%+17.3%1.021%
2/17/2025Cetera Investment Advisers39,536$2.30M0.0%-2.0%0.229%
2/17/2025Bank of America Corp DE15,415$898K0.0%-2.5%0.089%
2/14/2025Integrated Wealth Concepts LLC174,637$10.18M0.1%+2,881.7%1.012%
2/14/2025GeoWealth Management LLC178,333$10.39M0.3%N/A1.034%
2/13/2025Synovus Financial Corp14,512$846K0.0%-41.9%0.084%
2/13/2025Raymond James Financial Inc.13,331$777K0.0%N/A0.077%
2/13/2025Envestnet Asset Management Inc.18,111$1.06M0.0%-37.2%0.105%
2/12/2025World Investment Advisors7,706$449K0.0%+9.8%0.045%
2/12/2025OLD Mission Capital LLC3,657$213K0.0%N/A0.021%
2/12/2025Delos Wealth Advisors LLC45,035$2.62M2.1%+7.0%0.261%
2/12/2025Intrust Bank NA55,074$3.21M0.3%-3.3%0.319%
2/12/2025Orion Portfolio Solutions LLC63,762$3.72M0.0%+8.0%0.370%
2/12/2025JPMorgan Chase & Co.265,709$15.48M0.0%+180.7%1.540%
2/11/2025Signature Estate & Investment Advisors LLC98,173$5.72M0.1%-11.0%0.569%
2/11/2025Hershey Financial Advisers LLC7,958$464K0.4%N/A0.046%
2/11/2025LPL Financial LLC241,063$14.05M0.0%+10.3%1.397%
2/11/2025Oxford Financial Group LTD. LLC6,457$376K0.0%N/A0.037%
2/11/2025Strategic Financial Services Inc.37,787$2.20M0.1%-3.0%0.219%
2/10/2025Gallacher Capital Management LLC16,947$988K0.5%-3.5%0.098%
2/10/2025Harbour Investments Inc.1,302$76K0.0%-11.2%0.008%
2/7/2025HighTower Advisors LLC59,207$3.45M0.0%+1.5%0.343%
2/7/2025Johnson Investment Counsel Inc.5,300$309K0.0%N/A0.031%
2/6/2025Raymond James Financial Inc.13,331$777K0.0%N/A0.077%
2/6/2025Westover Capital Advisors LLC5,869$342K0.1%-48.3%0.034%
2/6/2025 Kelly Financial Group LLC6,654$388K0.1%N/A0.039%
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2/5/2025AWM Capital LLC3,441$201K0.0%N/A0.020%
2/5/2025Brightwater Advisory LLC9,495$553K0.4%-15.2%0.055%
2/3/2025VisionPoint Advisory Group LLC4,815$281K0.1%N/A0.028%
2/3/2025Able Wealth Management LLC17,145$999K0.7%-6.8%0.099%
2/3/2025Private Advisor Group LLC4,796$279K0.0%-12.8%0.028%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,795$338K0.0%-4.0%0.034%
1/31/20255T Wealth LLC9,728$567K0.3%N/A0.056%
1/30/2025Palumbo Wealth Management LLC12,373$721K0.3%+9.6%0.072%
1/30/2025Blue Trust Inc.3,988,291$232.40M3.0%+24.9%23.121%
1/30/2025Nova R Wealth Inc.141,679$8.26M4.2%-1.8%0.821%
1/29/2025Savant Capital LLC96,630$5.63M0.0%-5.9%0.560%
1/28/202517 Capital Partners LLC8,513$496K0.3%+8.6%0.049%
1/27/2025Cassia Capital Partners LLC139,064$8.10M5.2%-1.5%0.806%
1/24/2025 RHS Financial LLC5,009$292K0.2%-15.3%0.029%
1/23/2025Fifth Third Securities Inc.47,758$2.78M0.2%+4.1%0.277%
1/22/2025Foundations Investment Advisors LLC34,465$2.01M0.0%N/A0.200%
1/22/2025West Wealth Group LLC84,967$4.95M1.5%N/A0.493%
1/22/2025Klaas Financial Asset Advisors LLC423,844$24.70M4.3%+0.5%2.457%
1/22/2025Blue Trust Inc.3,916,100$223.73M2.7%+22.6%22.702%
1/21/2025 Dynamic Advisor Solutions LLC6,175$360K0.0%+47.0%0.036%
1/21/2025Cornerstone Wealth Management LLC139,120$8.11M0.5%-1.4%0.806%
1/17/2025 Janney Montgomery Scott LLC5,352$312K0.0%-4.7%0.031%
1/17/2025 Daymark Wealth Partners LLC8,424$491K0.0%-3.0%0.049%
1/16/2025Ballentine Partners LLC16,114$939K0.0%N/A0.093%
1/16/2025Shore Point Advisors LLC499,074$29.08M15.6%-0.6%2.893%
1/14/2025Kathmere Capital Management LLC61,657$3.59M0.3%-4.0%0.357%
1/14/2025Professional Financial Advisors LLC20,817$1.21M0.3%-1.6%0.121%
1/10/2025 Wealth Enhancement Advisory Services LLC9,619,652$549.57M1.1%+0.0%55.766%
12/26/2024JPMorgan Chase & Co.94,666$5.41M0.0%+0.3%0.549%
11/25/2024Synovus Financial Corp24,978$1.43M0.0%+118.8%0.145%
11/25/2024World Investment Advisors LLC7,021$401K0.0%N/A0.041%
11/15/2024Delos Wealth Advisors LLC42,092$2.41M2.1%+7.4%0.244%
11/15/2024Orion Portfolio Solutions LLC59,040$3.37M0.1%-5.3%0.342%
11/15/2024Integrated Wealth Concepts LLC5,857$335K0.0%N/A0.034%
11/15/2024HighTower Advisors LLC58,313$3.33M0.0%+4.5%0.338%
11/12/2024Great Valley Advisor Group Inc.5,918$338K0.0%-93.1%0.034%
11/6/2024Signature Estate & Investment Advisors LLC110,279$6.30M0.1%+25.7%0.639%
11/2/202417 Capital Partners LLC7,836$448K0.3%+29.6%0.045%
11/1/2024Assetmark Inc.562$32K0.0%N/A0.003%
11/1/2024Able Wealth Management LLC18,400$1.05M0.8%-15.9%0.107%
10/28/2024Palumbo 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%
10/23/2024Klaas Financial Asset Advisors LLC421,883$24.10M4.2%+2.4%2.446%
10/22/2024Private Advisor Group LLC5,501$314K0.0%-38.3%0.032%
10/21/2024Cassia 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%
10/16/2024Cornerstone Wealth Management LLC141,062$8.06M0.6%+0.7%0.818%
10/15/2024Nova R Wealth Inc.144,292$8.24M4.1%-0.3%0.836%
10/11/2024Creative Planning4,716$269K0.0%+6.1%0.027%
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10/10/2024Professional Financial Advisors LLC21,146$1.21M0.3%-4.3%0.123%
10/10/2024Shore Point Advisors LLC502,183$28.69M15.4%-0.7%2.911%
10/9/2024Patten Group Inc.8,753$500K0.1%+2.3%0.051%
10/8/2024Brightwater 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%
9/10/2024Brightwater Advisory LLC13,152$705K0.5%N/A0.076%
8/22/2024Cetera Investment Advisers39,646$2.13M0.0%+5.9%0.230%
8/22/20243Chopt Investment Partners LLC10,148$544K0.2%N/A0.059%
8/16/2024Northwestern Mutual Wealth Management Co.6,917$371K0.0%-11.9%0.040%
(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, 85 institutional investors and hedge funds held shares of JPMorgan US Momentum Factor ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($655.66M), Blue Trust Inc. ($232.40M), Ronald Blue Trust Inc. ($118.57M), Shore Point Advisors LLC ($29.08M), Klaas Financial Asset Advisors LLC ($24.70M), JPMorgan Chase & Co. ($15.48M), and LPL Financial LLC ($14.05M).Learn more on JMOM's institutional investors.

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

Of the 76 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 ($11.20M), Blue Trust Inc. ($1.95M), Shore Point Advisors LLC ($259.46K), GeoWealth Management LLC ($178.33K), Integrated Wealth Concepts LLC ($174.64K), JPMorgan Chase & Co. ($171.28K), and ARQ Wealth Advisors LLC ($170.76K).

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

Institutional investors have bought a total of 15,789,045 shares in the last 24 months. This purchase volume represents approximately $847.26M in transactions.

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

Of the 36 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. ($93.57K), Great Valley Advisor Group Inc. ($79.33K), Wealth Enhancement Advisory Services LLC ($54.28K), Raymond James Financial Services Advisors Inc. ($44.22K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($38.00K), Blue Trust Inc. ($35.54K), and Kathmere Capital Management LLC ($24.08K).

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

Institutional investors have sold a total of 485,209 shares in the last 24 months. This volume of shares sold represents approximately $23.98M in transactions.


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This page (NYSEARCA:JMOM) was last updated on 4/18/2025 by MarketBeat.com Staff
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