JPMorgan US Momentum FactorJMOMETF
13F holders, Q2 2026 (June 30)159holders +17
26new positions
9sold out
1famous investor
$83.82avg. 13F price*
At the end of Q2 2026, 159 institutions reported holding JPMorgan US Momentum Factor (JMOM) in their 13F filings, up 17 from Q1 2026. 26 opened new positions and 9 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($809.0M), Blue Trust, Inc. ($411.2M) and Equitable Holdings, Inc. ($121.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan US Momentum Factor
- CUSIP
- 46641Q779
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $24.9M |
| Exits | 9 | $3.8M |
All 13F filers, Q1 2026 → Q2 2026: 2,091,557 shares bought and 230,914 shares sold, net +1,860,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Wealth Enhancement Advisory Services, LLC | 1.36% | Add +6.2% | 9,685,375 | $809.0M |
| Blue Trust, Inc. | 4.31% | Add +0.9% | 4,811,325 | $411.2M |
| Equitable Holdings, Inc. | 0.73% | Add +12.7% | 1,421,610 | $121.5M |
| LPL Financial LLC | 0.02% | Add +102.4% | 838,538 | $71.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 770,814 | $65.0M |
| Shore Point Advisors, LLC | 15.06% | Add +6.8% | 701,536 | $44.0M |
| EP Wealth Advisors, LLC | 0.13% | Add +924.5% | 386,525 | $33.0M |
| Nova R Wealth, Inc. | 6.23% | Add +2.8% | 249,662 | $21.3M |
| Magnolia Capital Advisors LLC | 3.46% | Reduce -1.2% | 236,029 | $20.2M |
| Arq Wealth Advisors, LLC | 2.10% | Add +9.3% | 206,445 | $17.0M |
| Cabot Wealth Management Inc. | 1.50% | New | 172,574 | $14.7M |
| Vident Advisory, LLC | 0.11% | Add +2.3% | 172,407 | $14.7M |
| West Wealth Group, LLC | 1.98% | Reduce -21.6% | 141,345 | $12.1M |
| Cassia Capital Partners, LLC | 5.68% | Reduce -3.0% | 137,154 | $11.7M |
| Corient Private Wealth LP | 0.01% | Reduce -6.6% | 109,331 | $9.3M |
| Vise Technologies, Inc. | 0.09% | Add +67.2% | 89,189 | $7.6M |
| Savant Capital, LLC | 0.02% | Reduce -0.7% | 79,317 | $6.8M |
| 5T Wealth, LLC | 2.43% | Reduce -0.1% | 76,463 | $6.5M |
| Wealth Enhancement Trust Services, Inc. | 0.69% | Add +61.2% | 72,702 | $6.2M |
| Kingsview Wealth Management, LLC | 0.07% | Add +3.5% | 67,756 | $5.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -27.3% | 65,000 | $5.6M |
| Kathmere Capital Management, LLC | 0.26% | Reduce -4.2% | 57,709 | $4.9M |
| Fifth Third Securities, Inc. | 0.28% | Reduce -7.1% | 57,242 | $4.9M |
| Bank of America Corp. | 0.00% | Reduce -5.4% | 53,517 | $4.6M |
| Kelly Financial Group LLC | 1.01% | Reduce -1.7% | 53,016 | $4.5M |
| Silver Oak Securities, Incorporated | 0.27% | Add +129.5% | 52,230 | $4.5M |
| Delos Wealth Advisors, LLC | 2.19% | Add +1.9% | 49,831 | $4.3M |
| 3Chopt Investment Partners, LLC | 0.77% | No change | 48,059 | $4.1M |
| Skyline Advisors, Inc. | 1.25% | Add +7.1% | 46,516 | $4.0M |
| Strategic Financial Services, Inc. | 0.17% | Reduce -7.5% | 44,933 | $3.8M |
| Fifth Third Wealth Advisors LLC | 0.11% | New | 44,206 | $3.8M |
| Intrust Bank NA | 0.28% | Reduce -4.0% | 44,002 | $3.8M |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 41,528 | $3.5M |
| Centennial Bank | 1.07% | Add +0.8% | 38,890 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +9.1% | 37,766 | $3.2M |
| Klaas Financial Asset Advisors, LLC | 0.38% | Reduce -8.1% | 35,647 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.2% | 34,257 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +3.2% | 32,942 | $2.8M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +1.9% | 32,236 | $2.7M |
| AQR Capital Management | 0.00% | Add +14.6% | 30,299 | $2.6M |
| Quantinno Capital Management LP | 0.00% | Add +75.8% | 29,288 | $2.5M |
| Belpointe Asset Management LLC | 0.07% | Add +20.4% | 26,836 | $2.3M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -10.5% | 26,761 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +80.3% | 25,090 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Add +18.4% | 24,992 | $2.1M |
| Hershey Financial Advisers, LLC | 1.44% | Reduce -26.4% | 23,514 | $2.0M |
| Professional Financial Advisors, LLC | 0.34% | Reduce -5.0% | 23,303 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.5% | 22,445 | $1.9M |
| Composition Wealth, LLC | 0.02% | Reduce -2.9% | 21,891 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -6.4% | 21,440 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.4% | 20,818 | $1.8M |
| J Hagan Capital, Inc. | 0.82% | Reduce -0.0% | 20,677 | $1.8M |
| Palumbo Wealth Management LLC | 0.36% | Add +0.5% | 20,041 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +12.4% | 19,866 | $1.7M |
| IFG Advisory, LLC | 0.06% | New | 18,951 | $1.6M |
| 17 Capital Partners, LLC | 0.61% | Add +11.0% | 15,669 | $1.3M |
| Advisory Services Network, LLC | 0.01% | Reduce -0.5% | 14,560 | $1.2M |
| MN Wealth Advisors, LLC | 0.52% | Reduce -1.6% | 14,220 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.5% | 14,080 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.4% | 13,350 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +2.0% | 12,887 | $1.1M |
| TSA Wealth Managment LLC | 0.31% | Reduce -22.3% | 12,714 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.4% | 12,545 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +9.4% | 12,038 | $1.0M |
| First Heartland Consultants, Inc. | 0.06% | Reduce -43.9% | 11,562 | $988K |
| Gallacher Capital Management LLC | 0.52% | Reduce -14.7% | 10,834 | $926K |
| Triumph Capital Management | 0.17% | Add +111.5% | 10,784 | $922K |
| Linscomb Wealth, Inc. | 0.04% | Add +35.9% | 10,085 | $862K |
| Kickstand Ventures, Llc. | 0.16% | Reduce -6.1% | 9,996 | $854K |
| Elevation Capital Advisory, LLC | 0.32% | New | 9,802 | $838K |
| GTS Securities LLC | 0.02% | Add +2.8% | 9,567 | $818K |
| Stonebridge Financial Group, LLC | 0.11% | — | 9,337 | $797K |
| NewEdge Advisors, LLC | 0.00% | Add +37.1% | 8,946 | $765K |
| One Wealth Advisors, LLC | 0.08% | Reduce -13.2% | 8,520 | $728K |
| Patten Group, Inc. | 0.11% | No change | 8,335 | $712K |
| Asempa Wealth Advisors | 0.53% | Add +1.6% | 8,127 | $695K |
| Jane Street Group, LLC | 0.00% | Add +6.8% | 7,860 | $672K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -10.9% | 7,750 | $662K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 7,733 | $661K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.7% | 7,417 | $635K |
| Brookwood Investment Group LLC | 0.07% | Reduce -16.9% | 7,407 | $633K |
| Cerity Partners LLC | 0.00% | No change | 7,283 | $622K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 7,058 | $603K |
| Brightwater Advisory LLC | 0.38% | No change | 7,010 | $599K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -22.4% | 6,722 | $574K |
| Farther Finance Advisors, LLC | 0.00% | Add +288.1% | 6,485 | $554K |
| Midwest Trust Co | 0.01% | No change | 6,286 | $537K |
| Sanctuary Advisors, LLC | 0.00% | Add +25.9% | 6,045 | $517K |
| Creative Planning | 0.00% | Add +4.0% | 5,881 | $503K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +33.0% | 5,744 | $491K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +40.8% | 5,725 | $489K |
| Castleview Partners, LLC | 0.19% | Add +4.3% | 5,174 | $442K |
| Morgan Stanley | 0.00% | Reduce -10.6% | 5,154 | $440K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 5,034 | $430K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.1% | 5,030 | $430K |
| Able Wealth Management LLC | 0.10% | Reduce -30.3% | 5,030 | $430K |
| TBH Global Asset Management, LLC | 0.08% | Add +12.3% | 5,010 | $428K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -18.9% | 4,980 | $426K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 4,864 | $416K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 4,577 | $391K |
"% of holder's portfolio" is JMOM's weight in each manager's 13F, not the share of JPMorgan US Momentum Factor the manager owns.