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JPMorgan U.S. Momentum Factor ETF (JMOM) Institutional Ownership

JPMorgan U.S. Momentum Factor ETF logo
$67.41 -0.25 (-0.37%)
Closing price 09/12/2025 04:10 PM Eastern
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$65.79 -1.62 (-2.40%)
As of 09/12/2025 06:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$428.35M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$24.54M
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JMOM Institutional Buying and Selling by Quarter

JPMorgan U.S. Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.13,322$857K0.0%+33.4%0.054%
8/29/2025 Centaurus Financial Inc.8,345$537K0.0%N/A0.034%
8/27/2025 Orion Porfolio Solutions LLC65,418$4.21M0.0%+3.0%0.268%
8/19/2025 Advisory Services Network LLC15,124$979K0.0%+1.7%0.062%
8/19/2025 Delos Wealth Advisors LLC42,279$2.72M2.1%-6.4%0.173%
8/15/2025 Corient Private Wealth LLC116,586$7.50M0.0%+2,519.9%0.477%
8/15/2025 Equitable Holdings Inc.922,833$59.33M0.5%+9.7%3.774%
8/15/2025 Vident Advisory LLC164,457$10.57M0.1%-10.5%0.673%
8/15/2025 Smartleaf Asset Management LLC687$44K0.0%+334.8%0.003%
8/15/2025 Orion Porfolio Solutions LLC88,760$5.56M0.0%+39.7%0.363%
8/15/2025 Bank of America Corp DE28,434$1.83M0.0%+23.7%0.116%
8/14/2025 Raymond James Financial Inc.13,787$886K0.0%+12.2%0.056%
8/13/2025 Northwestern Mutual Wealth Management Co.6,042$388K0.0%+7.2%0.025%
8/12/2025 JPMorgan Chase & Co.740,661$47.62M0.0%+62.7%3.029%
8/12/2025 17 Capital Partners LLC11,345$729K0.4%+18.4%0.046%
8/11/2025 HHM Wealth Advisors LLC863$56K0.0%-48.4%0.004%
8/7/2025 Vise Technologies Inc.76,214$4.90M0.2%N/A0.312%
8/6/2025 Prospera Financial Services Inc5,226$336K0.0%-4.5%0.021%
8/6/2025 Legacy Wealth Managment LLC ID669$43K0.0%-57.2%0.003%
8/6/2025 Savant Capital LLC84,854$5.46M0.0%-3.7%0.347%
8/6/2025 Able Wealth Management LLC15,781$1.02M0.5%-13.1%0.065%
8/5/2025 Magnolia Capital Advisors LLC120,209$7.73M1.9%-15.4%0.492%
8/5/2025 5T Wealth LLC62,566$4.02M1.9%+130.0%0.256%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,445$350K0.0%-4.1%0.022%
8/4/2025 IFG Advisory LLC20,507$1.32M0.1%+7.7%0.084%
8/4/2025 Daymark Wealth Partners LLC7,114$457K0.0%-12.8%0.029%
8/1/2025 Strategic Financial Services Inc.52,613$3.38M0.2%+41.8%0.216%
8/1/2025 Brookwood Investment Group LLC7,745$498K0.1%+5.0%0.032%
8/1/2025 Envestnet Asset Management Inc.14,431$928K0.0%-11.6%0.059%
7/31/2025 Wealthfront Advisers LLC19,347$1.24M0.0%+8.5%0.079%
7/31/2025 TSA Wealth Managment LLC16,495$1.06M0.4%-2.7%0.068%
7/31/2025 MN Wealth Advisors LLC14,748$948K0.6%+85.0%0.060%
7/29/2025 Systelligence LLC149,061$9.58M1.8%N/A0.605%
7/29/2025 Signature Estate & Investment Advisors LLC25,743$1.66M0.0%-72.7%0.104%
7/28/2025 Harbour Investments Inc.901$58K0.0%-28.4%0.004%
7/25/2025 MGO One Seven LLC3,482$224K0.0%N/A0.014%
7/25/2025 CWM LLC45,344$2.92M0.0%+5,589.3%0.184%
7/24/2025 Blue Trust Inc.4,298,078$276.32M3.3%+3.8%17.436%
7/24/2025 3Chopt Investment Partners LLC48,059$3.09M0.7%+84.9%0.195%
7/23/2025 Detalus Advisors LLC3,938$253K0.1%N/A0.016%
7/22/2025 Belpointe Asset Management LLC11,821$760K0.0%-2.0%0.048%
7/22/2025 Duncan Williams Asset Management LLC10,080$648K0.1%N/A0.041%
7/22/2025 AWM Capital LLC3,444$221K0.0%N/A0.014%
7/22/2025 Kickstand Ventures LLC.10,080$648K0.2%-2.7%0.041%
7/21/2025 Ameriflex Group Inc.6,115$388K0.2%+15.9%0.025%
7/21/2025 Ameritas Advisory Services LLC2,757$177K0.0%N/A0.011%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management18,640$1.20M0.0%N/A0.076%
7/17/2025 Greenleaf Trust4,970$320K0.0%N/A0.020%
7/17/2025 Janney Montgomery Scott LLC5,423$349K0.0%-18.1%0.022%
7/17/2025 Fifth Third Securities Inc.65,221$4.19M0.3%+4.3%0.267%
7/17/2025 Nova R Wealth Inc.148,113$9.52M4.4%+5.0%0.607%
7/16/2025 Kathmere Capital Management LLC62,664$4.03M0.3%+0.5%0.257%
7/16/2025 Blue Oak Capital LLC23,787$1.53M0.8%+5.5%0.097%
7/16/2025 Castleview Partners LLC5,512$354K0.2%N/A0.023%
7/15/2025 Palumbo Wealth Management LLC15,279$982K0.3%+16.9%0.063%
7/15/2025 Cassia Capital Partners LLC133,948$8.61M5.2%-2.2%0.549%
7/15/2025 Retireful LLC7,228$465K0.3%N/A0.030%
7/15/2025 Kelly Financial Group LLC42,319$2.72M0.4%-1.7%0.173%
7/10/2025 Klaas Financial Asset Advisors LLC431,803$27.76M4.4%+1.7%1.773%
7/10/2025 NorthCrest Asset Manangement LLC27,205$1.76M0.0%+23.7%0.112%
7/10/2025 Wealth Enhancement Advisory Services LLC11,594,195$749.22M1.2%-0.3%47.615%
7/10/2025 Professional Financial Advisors LLC22,158$1.43M0.3%+4.3%0.091%
7/9/2025 Shore Point Advisors LLC498,087$32.02M15.4%0.0%2.046%
7/9/2025 Triumph Capital Management3,384$218K0.1%N/A0.014%
6/6/2025 Blue Oak Capital LLC22,550$1.27M0.7%+64.5%0.094%
5/23/2025Strategic Financial Services Inc.37,092$2.09M0.1%-1.8%0.157%
5/20/2025Belpointe Asset Management LLC12,064$680K0.0%N/A0.051%
5/19/2025Jane Street Group LLC31,767$1.79M0.0%N/A0.134%
5/16/2025Signature Estate & Investment Advisors LLC94,304$5.32M0.1%-3.9%0.399%
5/16/2025ROSS JOHNSON & Associates LLC683$38K0.7%N/A0.003%
5/16/2025Legacy Wealth Managment LLC ID1,564$88K0.1%N/A0.007%
5/16/2025Integrated Wealth Concepts LLC186,912$10.53M0.1%+7.0%0.791%
5/15/2025Vident Advisory LLC183,676$10.35M0.2%+4.3%0.777%
5/14/2025Comerica Bank1,671$94K0.0%-11.5%0.007%
5/14/2025Synovus Financial Corp12,303$693K0.0%-15.2%0.052%
5/14/2025Northwestern Mutual Wealth Management Co.5,634$318K0.0%-8.2%0.024%
5/13/202517 Capital Partners LLC9,583$540K0.3%+12.6%0.041%
5/13/2025HighTower Advisors LLC58,680$3.31M0.0%-0.9%0.248%
5/9/2025Intrust Bank NA53,140$3.00M0.3%-3.5%0.225%
5/9/2025Kickstand Ventures LLC.10,363$584K0.2%N/A0.044%
5/8/2025IFG Advisory LLC19,048$1.07M0.1%-2.4%0.081%
5/7/2025LPL Financial LLC198,346$11.18M0.0%-17.7%0.839%
5/6/2025Cetera Investment Advisers39,151$2.21M0.0%-1.0%0.166%
5/6/2025Brookwood Investment Group LLC7,374$416K0.1%N/A0.031%
5/6/2025One Wealth Advisors LLC8,246$465K0.1%N/A0.035%
5/5/2025West Wealth Group LLC90,494$5.13M1.5%+6.5%0.383%
5/5/2025ARQ Wealth Advisors LLC171,997$9.69M3.6%-3.4%0.728%
5/2/2025Mayflower Financial Advisors LLC8,363$471K0.1%N/A0.036%
5/2/2025Larson Financial Group LLC10,416$587K0.0%N/A0.045%
5/2/2025Wealthfront Advisers LLC17,834$1.01M0.0%-6.9%0.077%
5/1/2025CWM LLC797$45K0.0%N/A0.003%
5/1/2025Kathmere Capital Management LLC62,355$3.51M0.3%+1.1%0.270%
5/1/2025Fifth Third Securities Inc.62,559$3.53M0.3%+31.0%0.271%
4/30/2025Crossmark Global Holdings Inc.35,865$2.02M0.0%N/A0.155%
4/29/2025Centennial Bank AR37,279$2.10M1.0%-1.4%0.161%
4/29/2025Envestnet Asset Management Inc.16,330$920K0.0%-9.8%0.071%
4/29/2025Silver Oak Securities Incorporated51,546$2.89M0.3%N/A0.223%
4/28/2025Able Wealth Management LLC18,151$1.02M0.6%+5.9%0.079%
4/28/2025Rossby Financial LCC1,268$72K0.0%N/A0.005%
4/28/2025Clear Creek Financial Management LLC10,981$619K0.1%N/A0.048%
(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, 119 institutional investors and hedge funds held shares of JPMorgan U.S. Momentum Factor ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($749.22M), Blue Trust Inc. ($276.32M), Ronald Blue Trust Inc. ($118.57M), Equitable Holdings Inc. ($59.33M), JPMorgan Chase & Co. ($47.62M), Shore Point Advisors LLC ($32.02M), and Klaas Financial Asset Advisors LLC ($27.76M).Learn more on JPMorgan U.S. Momentum Factor ETF's institutional investors.

Which institutional investors have been buying JPMorgan U.S. Momentum Factor ETF's stock?

Of the 109 institutional investors that purchased JPMorgan U.S. Momentum Factor ETF's 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. ($2.26M), JPMorgan Chase & Co. ($456.76K), Silver Oak Securities Incorporated ($420.61K), Shore Point Advisors LLC ($252.68K), Integrated Wealth Concepts LLC ($186.91K), and GeoWealth Management LLC ($178.33K).

How much institutional buying is happening at JPMorgan U.S. Momentum Factor ETF?

Institutional investors have bought a total of 7,333,119 shares in the last 24 months. This purchase volume represents approximately $428.35M in transactions.

Which of JPMorgan U.S. Momentum Factor ETF's major shareholders have been selling company stock?

Of the 45 institutional investors that sold JPMorgan U.S. Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Signature Estate & Investment Advisors LLC ($84.54K), Great Valley Advisor Group Inc. ($79.33K), LPL Financial LLC ($42.72K), Wealth Enhancement Advisory Services LLC ($39.27K), Magnolia Capital Advisors LLC ($21.95K), Vident Advisory LLC ($19.22K), and Envestnet Asset Management Inc. ($14.42K).

How much institutional selling is happening at JPMorgan U.S. Momentum Factor ETF?

Institutional investors have sold a total of 407,842 shares in the last 24 months. This volume of shares sold represents approximately $24.54M in transactions.


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This page (NYSEARCA:JMOM) was last updated on 9/14/2025 by MarketBeat.com Staff
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