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JPMorgan US Momentum Factor ETF (JMOM) Institutional Ownership

$61.49 +0.82 (+1.35%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$562.40M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$10.07M
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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
1/21/2025Dynamic 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%
1/16/2025 Ballentine Partners LLC16,114$939K0.0%N/A0.093%
1/16/2025 Shore Point Advisors LLC499,074$29.08M15.6%-0.6%2.893%
1/14/2025 Kathmere Capital Management LLC61,657$3.59M0.3%-4.0%0.357%
1/14/2025 Professional 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%
10/16/2024Good 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%
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%
10/9/2024Patten 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%
10/8/2024Dynamic 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%
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8/16/2024Northwestern Mutual Wealth Management Co.6,917$371K0.0%-11.9%0.040%
8/16/2024Magnolia 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%
7/31/2024IFG 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%
7/26/2024Patten 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%
7/16/2024Cornerstone 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%
7/15/2024Fifth Third Securities Inc.46,868$2.51M0.2%+850.9%0.272%
5/24/2024Cetera Investment Advisers37,452$1.97M0.0%N/A0.217%
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%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,296$332K0.0%-85.7%0.037%
5/2/2024Magnolia 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%
5/1/2024Private Advisor Group LLC9,013$475K0.0%+5.3%0.053%
4/25/2024 Professional Financial Advisors LLC22,115$1.17M0.3%N/A0.131%
4/24/2024Win Advisors Inc.38,355$2.02M0.9%N/A0.229%
4/22/2024Cassia Capital Partners LLC141,828$7.47M5.0%+36.0%0.847%
4/19/2024Cornerstone Wealth Management LLC136,644$7.20M0.6%+4.3%0.816%
4/18/2024Woodmont 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%
4/12/2024Nova 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%
2/6/2024Private 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%
2/2/2024Magnolia Capital Advisors LLC90,843$4.34M3.2%N/A1.356%
1/29/2024Cassia 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%
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1/24/2024Arlington Trust Co LLC1,630$75K0.0%N/A0.024%
1/23/2024 Householder Group Estate & Retirement Specialist LLC1,103$50K0.0%+160.8%0.016%
1/22/2024Palumbo Wealth Management LLC4,586$210K0.1%N/A0.068%
1/19/2024Nova R Wealth Inc.135,024$6.17M3.9%+7.9%2.015%
1/19/2024Quent Capital LLC3,174$145K0.0%N/A0.047%
1/18/2024Blue Trust Inc.2,775,425$126.87M1.9%-0.8%41.424%
1/17/2024IFG 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%
1/10/2024Cornerstone Wealth Management LLC131,023$5.99M0.5%N/A1.956%
(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, 66 institutional investors and hedge funds held shares of JPMorgan US Momentum Factor ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($549.57M), Blue Trust Inc. ($171.18M), Ronald Blue Trust Inc. ($118.57M), Shore Point Advisors LLC ($29.08M), 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 ($268.82K), 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 11,513,719 shares in the last 24 months. This purchase volume represents approximately $598.41M in transactions.

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

Of the 31 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 ($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 ($24.82K).

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

Institutional investors have sold a total of 481,345 shares in the last 24 months. This volume of shares sold represents approximately $22.63M in transactions.


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This page (NYSEARCA:JMOM) was last updated on 1/21/2025 by MarketBeat.com Staff
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