JPMorgan US Momentum FactorJMOMETF
13F holders, Q1 2024 (March 31)74holders
$52.66avg. 13F price*
At the end of Q1 2024, 74 institutions reported holding JPMorgan US Momentum Factor (JMOM) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($426.5M), Blue Trust, Inc. ($166.1M) and Equitable Holdings, Inc. ($33.7M).
- Company
- JPMorgan US Momentum Factor
- CUSIP
- 46641Q779
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $19.2M |
| Exits | 6 | $769K |
Ownership 74 holders
| Wealth Enhancement Advisory Services, LLC | 1.10% | Add +1766.0% | 8,096,156 | $426.5M |
| Blue Trust, Inc. | 2.34% | Add +13.6% | 3,152,596 | $166.1M |
| Equitable Holdings, Inc. | 0.38% | Add +11.8% | 638,867 | $33.7M |
| Shore Point Advisors, LLC | 15.08% | Add +1.7% | 501,445 | $26.4M |
| LPL Financial LLC | 0.01% | Add +5.5% | 214,037 | $11.3M |
| Arq Wealth Advisors, LLC | 3.91% | New | 170,756 | $9.0M |
| Nova R Wealth, Inc. | 3.99% | Add +7.3% | 144,911 | $7.6M |
| Cassia Capital Partners, LLC | 4.97% | Add +36.0% | 141,828 | $7.5M |
| Vident Advisory, LLC | 0.15% | Add +7.9% | 141,147 | $7.4M |
| Cornerstone Wealth Management, LLC | 0.58% | Add +4.3% | 136,644 | $7.2M |
| Savant Capital, LLC | 0.07% | Reduce -2.4% | 108,602 | $5.7M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +2.9% | 86,770 | $4.6M |
| Magnolia Capital Advisors LLC | 3.78% | Add +0.6% | 91,380 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +40.9% | 72,153 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +137.3% | 67,693 | $3.6M |
| Kathmere Capital Management, LLC | 0.39% | Reduce -0.0% | 65,182 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 63,498 | $3.3M |
| Intrust Bank NA | 0.35% | Reduce -3.9% | 61,309 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 52,640 | $2.8M |
| GeoWealth Management, LLC | 0.09% | New | 45,702 | $2.4M |
| Win Advisors, Inc. | 0.89% | New | 38,355 | $2.0M |
| Cetera Investment Advisers | 0.00% | New | 37,452 | $2.0M |
| Delos Wealth Advisors, LLC | 2.09% | Add +61.4% | 35,309 | $1.9M |
| IFG Advisory, LLC | 0.13% | Reduce -22.1% | 32,605 | $1.7M |
| Strategic Financial Services, Inc. | 0.11% | Reduce -3.7% | 32,300 | $1.7M |
| Able Wealth Management LLC | 1.33% | Add +13.1% | 28,897 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 28,702 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +166.8% | 26,777 | $1.4M |
| Brightwater Advisory LLC | 0.94% | New | 22,278 | $1.2M |
| Professional Financial Advisors, LLC | 0.33% | New | 22,115 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -47.6% | 20,356 | $1.1M |
| Gallacher Capital Management LLC | 0.49% | Reduce -4.7% | 18,337 | $966K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -1.8% | 13,120 | $691K |
| Raymond James & Associates | 0.00% | Reduce -4.7% | 11,295 | $595K |
| Wealthfront Advisers LLC | 0.00% | Add +11.8% | 10,560 | $556K |
| Synovus Financial Corp. | 0.01% | Add +20.3% | 10,462 | $551K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +31.9% | 9,381 | $494K |
| Private Advisor Group, LLC | 0.00% | Add +5.3% | 9,013 | $475K |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.0% | 8,999 | $474K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +53.8% | 7,847 | $413K |
| Bank of America Corp. | 0.00% | Reduce -5.4% | 7,550 | $398K |
| Patten Group, Inc. | 0.09% | New | 7,127 | $375K |
| Fort Point Capital Partners LLC | 0.05% | Add +0.0% | 7,067 | $372K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.2% | 6,644 | $350K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -85.7% | 6,296 | $332K |
| Westover Capital Advisors, LLC | 0.09% | Add +6.1% | 5,536 | $292K |
| Jane Street Group, LLC | 0.00% | Reduce -60.7% | 5,403 | $285K |
| Fifth Third Securities, Inc. | 0.03% | New | 4,929 | $260K |
| 17 Capital Partners, LLC | 0.19% | New | 4,927 | $260K |
| Palumbo Wealth Management LLC | 0.11% | Add +6.0% | 4,862 | $256K |
| Creative Planning | 0.00% | No change | 4,444 | $234K |
| RHS Financial, LLC | 0.12% | Reduce -53.7% | 3,931 | $207K |
| Pinion Investment Advisors, LLC | 0.10% | New | 3,834 | $202K |
| NewEdge Advisors, LLC | 0.00% | New | 2,734 | $144K |
| Comerica Bank | 0.00% | Reduce -10.2% | 2,246 | $118K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.8% | 2,080 | $110K |
| Woodmont Investment Counsel LLC | 0.01% | New | 1,686 | $89K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,657 | $87K |
| Sunbelt Securities, Inc. | 0.01% | New | 1,514 | $80K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,172 | $62K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 1,103 | $58K |
| Arlington Trust Co LLC | 0.01% | Reduce -36.4% | 1,037 | $55K |
| Private Capital Management LLC | 0.01% | New | 911 | $48K |
| FMR LLC | 0.00% | Add +48.9% | 850 | $45K |
| Morgan Stanley | 0.00% | Add +0.1% | 760 | $40K |
| Osaic Holdings, Inc. | 0.00% | No change | 685 | $36K |
| PSI Advisors, LLC | 0.01% | Add +144.9% | 431 | $23K |
| Creative Financial Designs Inc. | 0.00% | No change | 353 | $19K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.1% | 350 | $18K |
| Private Trust Co. NA | 0.00% | No change | 315 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 160 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | New | 70 | $4K |
| Cwm, LLC | 0.00% | New | 16 | $1K |
"% of holder's portfolio" is JMOM's weight in each manager's 13F, not the share of JPMorgan US Momentum Factor the manager owns.