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JPMorgan US Momentum Factor ETF (JMOM) Institutional Ownership

JPMorgan US Momentum Factor ETF logo
$56.08 -1.00 (-1.75%)
As of 03/28/2025 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)
54
Total
Institutional Inflows
(last 12 months)
$704.79M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$13.40M
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JMOM Institutional Buying and Selling by Quarter

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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
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%
2/24/2025 Ameriflex Group Inc.3,911$240K0.1%N/A0.017%
2/19/2025 ARQ Wealth Advisors LLC178,109$10.38M3.9%-0.2%0.779%
2/18/2025 Vise Technologies Inc.23,808$1.39M0.1%N/A0.138%
2/17/2025 Vident Advisory LLC176,111$10.26M0.2%+17.3%1.021%
2/17/2025 Cetera Investment Advisers39,536$2.30M0.0%-2.0%0.229%
2/17/2025 Bank of America Corp DE15,415$898K0.0%-2.5%0.089%
2/14/2025 Integrated Wealth Concepts LLC174,637$10.18M0.1%+2,881.7%1.012%
2/14/2025 GeoWealth Management LLC178,333$10.39M0.3%N/A1.034%
2/13/2025 Synovus Financial Corp14,512$846K0.0%-41.9%0.084%
2/13/2025 Raymond James Financial Inc.13,331$777K0.0%N/A0.077%
2/13/2025 Envestnet Asset Management Inc.18,111$1.06M0.0%-37.2%0.105%
2/12/2025 World Investment Advisors7,706$449K0.0%+9.8%0.045%
2/12/2025 OLD Mission Capital LLC3,657$213K0.0%N/A0.021%
2/12/2025 Delos Wealth Advisors LLC45,035$2.62M2.1%+7.0%0.261%
2/12/2025 Intrust Bank NA55,074$3.21M0.3%-3.3%0.319%
2/12/2025 Orion Portfolio Solutions LLC63,762$3.72M0.0%+8.0%0.370%
2/12/2025 JPMorgan Chase & Co.265,709$15.48M0.0%+180.7%1.540%
2/11/2025 Signature Estate & Investment Advisors LLC98,173$5.72M0.1%-11.0%0.569%
2/11/2025 Hershey Financial Advisers LLC7,958$464K0.4%N/A0.046%
2/11/2025 LPL Financial LLC241,063$14.05M0.0%+10.3%1.397%
2/11/2025 Oxford Financial Group LTD. LLC6,457$376K0.0%N/A0.037%
2/11/2025 Strategic Financial Services Inc.37,787$2.20M0.1%-3.0%0.219%
2/10/2025 Gallacher Capital Management LLC16,947$988K0.5%-3.5%0.098%
2/10/2025 Harbour Investments Inc.1,302$76K0.0%-11.2%0.008%
2/7/2025 HighTower Advisors LLC59,207$3.45M0.0%+1.5%0.343%
2/7/2025 Johnson Investment Counsel Inc.5,300$309K0.0%N/A0.031%
2/6/2025 Raymond James Financial Inc.13,331$777K0.0%N/A0.077%
2/6/2025 Westover Capital Advisors LLC5,869$342K0.1%-48.3%0.034%
2/6/2025 Kelly Financial Group LLC6,654$388K0.1%N/A0.039%
2/5/2025 AWM Capital LLC3,441$201K0.0%N/A0.020%
2/5/2025 Brightwater Advisory LLC9,495$553K0.4%-15.2%0.055%
2/3/2025 VisionPoint Advisory Group LLC4,815$281K0.1%N/A0.028%
2/3/2025 Able Wealth Management LLC17,145$999K0.7%-6.8%0.099%
2/3/2025 Private Advisor Group LLC4,796$279K0.0%-12.8%0.028%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,795$338K0.0%-4.0%0.034%
1/31/2025 5T Wealth LLC9,728$567K0.3%N/A0.056%
1/30/2025 Palumbo Wealth Management LLC12,373$721K0.3%+9.6%0.072%
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1/30/2025 Blue Trust Inc.3,988,291$232.40M3.0%+24.9%23.121%
1/30/2025 Nova R Wealth Inc.141,679$8.26M4.2%-1.8%0.821%
1/29/2025 Savant Capital LLC96,630$5.63M0.0%-5.9%0.560%
1/28/2025 17 Capital Partners LLC8,513$496K0.3%+8.6%0.049%
1/27/2025 Cassia Capital Partners LLC139,064$8.10M5.2%-1.5%0.806%
1/24/2025 RHS Financial LLC5,009$292K0.2%-15.3%0.029%
1/23/2025 Fifth Third Securities Inc.47,758$2.78M0.2%+4.1%0.277%
1/22/2025 Foundations Investment Advisors LLC34,465$2.01M0.0%N/A0.200%
1/22/2025 West Wealth Group LLC84,967$4.95M1.5%N/A0.493%
1/22/2025 Klaas Financial Asset Advisors LLC423,844$24.70M4.3%+0.5%2.457%
1/22/2025 Blue 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%
1/21/2025 Cornerstone 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%
12/26/2024 JPMorgan Chase & Co.94,666$5.41M0.0%+0.3%0.549%
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%
10/18/2024 Blue 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%
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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%
(Data available from 1/1/2016 forward)

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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 ($588.75M), 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 74 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 ($9.67M), Blue Trust Inc. ($1.95M), Shore Point Advisors LLC ($268.82K), 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 14,213,412 shares in the last 24 months. This purchase volume represents approximately $758.08M in transactions.

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

Of the 37 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. ($45.94K), 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 500,494 shares in the last 24 months. This volume of shares sold represents approximately $24.58M in transactions.


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This page (NYSEARCA:JMOM) was last updated on 3/29/2025 by MarketBeat.com Staff
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