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JPMorgan US Momentum Factor ETF (JMOM) Institutional Ownership

$57.06
-0.03 (-0.05%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$573.90M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$6.76M
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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
11/2/202417 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%
10/28/2024 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%
8/22/2024Cetera 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%
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%
8/16/2024Goodman Advisory Group LLC14,106$756K0.2%N/A0.082%
8/15/2024 Daymark Wealth Partners LLC11,399$611K0.0%-13.1%0.066%
8/14/2024Delos Wealth Advisors LLC39,205$2.10M2.0%+11.0%0.227%
8/6/2024Gallacher Capital Management LLC17,815$955K0.5%-2.8%0.103%
8/6/2024Savant Capital LLC105,039$5.63M0.1%-3.3%0.609%
7/31/2024 IFG Advisory LLC30,446$1.63M0.1%-6.6%0.176%
7/26/2024Signature Estate & Investment Advisors LLC87,758$4.70M0.1%+1.1%0.509%
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%
7/18/202417 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%
7/16/2024Great 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%
5/24/2024Cetera Investment Advisers37,452$1.97M0.0%N/A0.217%
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5/23/2024ARQ Wealth Advisors LLC170,756$9.00M3.9%N/A0.990%
5/17/2024Comerica Bank2,246$118K0.0%-10.2%0.013%
5/14/2024Vident Advisory LLC141,147$7.44M0.2%+7.9%0.818%
5/9/2024Delos Wealth Advisors LLC35,309$1.86M2.1%+61.4%0.209%
5/6/2024Gallacher 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%
4/18/2024RHS 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%
4/15/2024Sunbelt 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%
4/11/202417 Capital Partners LLC4,927$260K0.2%N/A0.029%
2/20/2024Able Wealth Management LLC25,545$1.17M1.1%N/A0.381%
2/8/2024Strategic 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%
2/7/2024Delos Wealth Advisors LLC21,871$1M1.4%-4.9%0.326%
2/6/2024 Private Advisor Group LLC8,563$391K0.0%-10.0%0.128%
2/6/2024Gallacher Capital Management LLC19,250$880K0.5%-4.2%0.287%
2/6/2024Westover Capital Advisors LLC5,218$239K0.1%N/A0.078%
2/6/2024Great Valley Advisor Group Inc.51,201$2.34M0.1%+78.1%0.764%
2/5/2024Savant 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%
1/29/2024Signature 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%
1/9/2024 Daymark Wealth Partners LLC13,356$611K0.0%N/A0.199%
11/16/2023Delos Wealth Advisors LLC23,007$987K1.2%-1.0%0.343%
11/13/2023Gallacher Capital Management LLC20,097$825K0.5%-1.4%0.300%
11/13/2023LPL Financial LLC192,508$7.90M0.0%+173.3%2.873%
11/8/2023HighTower Advisors LLC51,314$2.11M0.0%+884.5%0.766%
11/7/2023Great 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%
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11/1/2023Wealthfront Advisers LLC9,374$385K0.0%+41.7%0.140%
10/26/2023Signature Estate & Investment Advisors LLC81,807$3.36M0.1%-3.0%1.221%
10/24/2023Raymond James & Associates9,825$403K0.0%+31.9%0.147%
10/24/2023RHS Financial LLC8,354$343K0.2%+7.5%0.125%
10/19/2023 Nova R Wealth Inc.125,098$5.13M3.5%+1,152.5%1.867%
10/16/2023 Shore Point Advisors LLC251,766$10.33M7.5%+4.7%3.758%
10/16/2023 Cassia Capital Partners LLC40,215$1.65M1.4%N/A0.600%
10/11/2023Ronald Blue Trust Inc.2,798,527$118.57M1.8%+0.0%41.769%
8/10/2023Cetera Advisor Networks LLC37,398$1.59M0.0%+2.0%0.558%
8/10/2023Strategic Financial Services Inc34,078$1.45M0.1%+3.3%0.509%
(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, 61 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 56 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 11,528,392 shares in the last 24 months. This purchase volume represents approximately $597.43M in transactions.

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

Of the 28 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), 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), Kathmere Capital Management LLC ($22.28K), and Signature Estate & Investment Advisors LLC ($16.66K).

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

Institutional investors have sold a total of 401,968 shares in the last 24 months. This volume of shares sold represents approximately $17.86M in transactions.


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This page (NYSEARCA:JMOM) was last updated on 11/2/2024 by MarketBeat.com Staff
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