JPMorgan US Momentum FactorJMOMETF
13F holders, Q2 2024 (June 30)71holders −3
6new positions
11sold out
$53.42avg. 13F price*
At the end of Q2 2024, 71 institutions reported holding JPMorgan US Momentum Factor (JMOM) in their 13F filings, down 3 from Q1 2024. 6 opened new positions and 11 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($474.0M), Blue Trust, Inc. ($165.4M) and Equitable Holdings, Inc. ($38.4M).
- Company
- JPMorgan US Momentum Factor
- CUSIP
- 46641Q779
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $30.1M |
| Exits | 11 | $14.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,554,022 shares bought and 350,280 shares sold, net +1,203,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Wealth Enhancement Advisory Services, LLC | 1.13% | Add +9.2% | 8,842,764 | $474.0M |
| Blue Trust, Inc. | 2.27% | Reduce -0.4% | 3,140,156 | $165.4M |
| Equitable Holdings, Inc. | 0.40% | Add +12.3% | 717,232 | $38.4M |
| Shore Point Advisors, LLC | 15.40% | Add +0.9% | 505,817 | $27.1M |
| Klaas Financial Asset Advisors, LLC | 4.05% | New | 412,166 | $22.1M |
| LPL Financial LLC | 0.01% | Reduce -6.7% | 199,673 | $10.7M |
| Arq Wealth Advisors, LLC | 4.05% | Add +2.4% | 174,833 | $9.4M |
| Vident Advisory, LLC | 0.23% | Add +12.1% | 158,189 | $8.5M |
| Cassia Capital Partners, LLC | 5.13% | Add +2.4% | 145,198 | $7.8M |
| Nova R Wealth, Inc. | 4.00% | Reduce -0.1% | 144,756 | $7.8M |
| Cornerstone Wealth Management, LLC | 0.58% | Add +2.5% | 140,131 | $7.5M |
| Savant Capital, LLC | 0.06% | Reduce -3.3% | 105,039 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Add +48.7% | 94,425 | $5.1M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +1.1% | 87,758 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +18.1% | 85,249 | $4.6M |
| Kathmere Capital Management, LLC | 0.37% | Reduce -0.9% | 64,620 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.04% | New | 62,328 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.04% | New | 62,328 | $3.3M |
| Intrust Bank NA | 0.34% | Reduce -3.3% | 59,294 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +6.0% | 55,813 | $3.0M |
| Fifth Third Securities, Inc. | 0.23% | Add +850.9% | 46,868 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +5.9% | 39,646 | $2.1M |
| Delos Wealth Advisors, LLC | 2.03% | Add +11.0% | 39,205 | $2.1M |
| Strategic Financial Services, Inc. | 0.11% | Reduce -3.5% | 31,175 | $1.7M |
| IFG Advisory, LLC | 0.10% | Reduce -6.6% | 30,446 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 29,608 | $1.6M |
| Professional Financial Advisors, LLC | 0.33% | Reduce -0.1% | 22,105 | $1.2M |
| Able Wealth Management LLC | 0.96% | Reduce -24.3% | 21,874 | $1.2M |
| Gallacher Capital Management LLC | 0.50% | Reduce -2.9% | 17,815 | $955K |
| Bank of America Corp. | 0.00% | Add +98.8% | 15,006 | $804K |
| Jane Street Group, LLC | 0.00% | Add +171.7% | 14,680 | $787K |
| Goodman Advisory Group, LLC | 0.23% | New | 14,106 | $756K |
| Wealthfront Advisers LLC | 0.00% | Add +25.4% | 13,246 | $710K |
| Brightwater Advisory LLC | 0.54% | Reduce -41.0% | 13,152 | $705K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +35.3% | 12,692 | $680K |
| Synovus Financial Corp. | 0.01% | Add +9.1% | 11,416 | $612K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -13.1% | 11,399 | $611K |
| Royal Bank of Canada | 0.00% | Reduce -57.5% | 11,367 | $609K |
| Palumbo Wealth Management LLC | 0.25% | Add +126.0% | 10,989 | $589K |
| 3Chopt Investment Partners, LLC | 0.17% | New | 10,148 | $544K |
| Raymond James & Associates | 0.00% | Reduce -10.9% | 10,067 | $540K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.0% | 8,919 | $478K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 8,878 | $476K |
| Patten Group, Inc. | 0.11% | Add +20.1% | 8,558 | $459K |
| Fort Point Capital Partners LLC | 0.05% | Add +0.1% | 7,073 | $379K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.8% | 6,917 | $371K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.1% | 6,241 | $335K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -3.7% | 6,063 | $325K |
| 17 Capital Partners, LLC | 0.23% | Add +22.7% | 6,046 | $324K |
| Westover Capital Advisors, LLC | 0.08% | Add +2.1% | 5,654 | $303K |
| Morgan Stanley | 0.00% | Add +531.2% | 4,797 | $257K |
| Creative Planning | 0.00% | No change | 4,444 | $238K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 2,083 | $112K |
| Comerica Bank | 0.00% | Reduce -9.5% | 2,033 | $109K |
| FMR LLC | 0.00% | Add +103.5% | 1,730 | $93K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.2% | 1,660 | $89K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.2% | 1,517 | $81K |
| Osaic Holdings, Inc. | 0.00% | Add +118.1% | 1,494 | $80K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,172 | $63K |
| Arlington Trust Co LLC | 0.01% | No change | 1,037 | $56K |
| NewEdge Advisors, LLC | 0.00% | Reduce -82.0% | 493 | $26K |
| PSI Advisors, LLC | 0.01% | Add +0.2% | 432 | $23K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -61.6% | 423 | $22K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 354 | $19K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.3% | 342 | $18K |
| Private Trust Co. NA | 0.00% | No change | 315 | $17K |
| POM Investment Strategies, LLC | 0.01% | New | 283 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 160 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $5K |
| Hershey Financial Advisers, LLC | 0.00% | — | 65 | $3K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $49 |
"% of holder's portfolio" is JMOM's weight in each manager's 13F, not the share of JPMorgan US Momentum Factor the manager owns.