JPMorgan US Momentum FactorJMOMETF
13F holders, Q3 2024 (September 30)78holders +7
13new positions
4sold out
$56.44avg. 13F price*
At the end of Q3 2024, 78 institutions reported holding JPMorgan US Momentum Factor (JMOM) in their 13F filings, up 7 from Q2 2024. 13 opened new positions and 4 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($549.5M), Blue Trust, Inc. ($171.2M) and Equitable Holdings, Inc. ($46.2M).
- Company
- JPMorgan US Momentum Factor
- CUSIP
- 46641Q779
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $11.8M |
| Exits | 4 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 1,224,340 shares bought and 182,583 shares sold, net +1,041,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Wealth Enhancement Advisory Services, LLC | 1.18% | Add +8.8% | 9,619,219 | $549.5M |
| Blue Trust, Inc. | 2.23% | Add +1.7% | 3,193,722 | $171.2M |
| Equitable Holdings, Inc. | 0.45% | Add +12.8% | 808,846 | $46.2M |
| Shore Point Advisors, LLC | 15.36% | Reduce -0.7% | 502,183 | $28.7M |
| Klaas Financial Asset Advisors, LLC | 4.18% | Add +2.4% | 421,883 | $24.1M |
| LPL Financial LLC | 0.01% | Add +9.4% | 218,487 | $12.5M |
| Arq Wealth Advisors, LLC | 3.76% | Add +2.1% | 178,482 | $9.9M |
| Vident Advisory, LLC | 0.22% | Reduce -5.1% | 150,132 | $8.6M |
| Nova R Wealth, Inc. | 4.06% | Reduce -0.3% | 144,292 | $8.2M |
| Cassia Capital Partners, LLC | 5.32% | Reduce -2.8% | 141,167 | $8.1M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +0.7% | 141,062 | $8.1M |
| Signature Estate & Investment Advisors LLC | 0.15% | Add +25.7% | 110,279 | $6.3M |
| Win Advisors, Inc. | 2.85% | New | 106,466 | $6.1M |
| Savant Capital, LLC | 0.05% | Reduce -2.3% | 102,672 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 94,666 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | New | 71,725 | $4.1M |
| Kathmere Capital Management, LLC | 0.34% | Reduce -0.7% | 64,199 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -5.3% | 59,040 | $3.4M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -5.3% | 59,040 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Add +4.5% | 58,313 | $3.3M |
| Intrust Bank NA | 0.33% | Reduce -4.0% | 56,944 | $3.3M |
| Fifth Third Securities, Inc. | 0.25% | Reduce -2.1% | 45,891 | $2.6M |
| Delos Wealth Advisors, LLC | 2.10% | Add +7.4% | 42,092 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +1.8% | 40,347 | $2.3M |
| Strategic Financial Services, Inc. | 0.13% | Add +24.9% | 38,946 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 28,851 | $1.6M |
| Synovus Financial Corp. | 0.02% | Add +118.8% | 24,978 | $1.4M |
| Professional Financial Advisors, LLC | 0.31% | Reduce -4.3% | 21,146 | $1.2M |
| IFG Advisory, LLC | 0.07% | Reduce -35.5% | 19,622 | $1.1M |
| Able Wealth Management LLC | 0.80% | Reduce -15.9% | 18,400 | $1.1M |
| Gallacher Capital Management LLC | 0.46% | Reduce -1.5% | 17,554 | $1.0M |
| Bank of America Corp. | 0.00% | Add +5.4% | 15,813 | $903K |
| Wealthfront Advisers LLC | 0.00% | Add +16.4% | 15,419 | $881K |
| Westover Capital Advisors, LLC | 0.12% | Add +100.8% | 11,354 | $649K |
| Palumbo Wealth Management LLC | 0.25% | Add +2.8% | 11,291 | $645K |
| Brightwater Advisory LLC | 0.47% | Reduce -14.8% | 11,199 | $640K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -13.8% | 10,934 | $625K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 9,061 | $518K |
| Patten Group, Inc. | 0.11% | Add +2.3% | 8,753 | $500K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -23.8% | 8,689 | $496K |
| Raymond James & Associates | 0.00% | Reduce -15.1% | 8,548 | $488K |
| 17 Capital Partners, LLC | 0.29% | Add +29.6% | 7,836 | $448K |
| Fort Point Capital Partners LLC | 0.05% | Add +0.1% | 7,079 | $404K |
| World Investment Advisors | 0.01% | New | 7,021 | $401K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.4% | 6,542 | $374K |
| Royal Bank of Canada | 0.00% | Reduce -44.6% | 6,292 | $359K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -0.4% | 6,038 | $345K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -93.1% | 5,918 | $338K |
| RHS Financial, LLC | 0.17% | New | 5,916 | $338K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,857 | $335K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.0% | 5,617 | $321K |
| Morgan Stanley | 0.00% | Add +14.7% | 5,503 | $314K |
| Private Advisor Group, LLC | 0.00% | Reduce -38.3% | 5,501 | $314K |
| Creative Planning | 0.00% | Add +6.1% | 4,716 | $269K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 4,200 | $240K |
| Good Life Advisors, LLC | 0.01% | New | 3,563 | $204K |
| Osaic Holdings, Inc. | 0.00% | Add +47.9% | 2,209 | $126K |
| Comerica Bank | 0.00% | Reduce -7.1% | 1,888 | $108K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.2% | 1,664 | $95K |
| FMR LLC | 0.00% | Reduce -8.4% | 1,585 | $91K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.2% | 1,520 | $87K |
| Harbour Investments, Inc. | 0.00% | Reduce -29.6% | 1,467 | $84K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,172 | $67K |
| Arlington Trust Co LLC | 0.01% | Reduce -13.6% | 896 | $51K |
| Wells Fargo & Company | 0.00% | Add +81400.0% | 815 | $47K |
| Assetmark, Inc. | 0.00% | New | 562 | $32K |
| NewEdge Advisors, LLC | 0.00% | No change | 493 | $28K |
| PSI Advisors, LLC | 0.01% | Add +0.2% | 433 | $25K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 355 | $20K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 343 | $20K |
| Private Trust Co. NA | 0.00% | No change | 315 | $18K |
| FWL Investment Management, LLC | 0.01% | New | 314 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 160 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $6K |
| US Bancorp \de | 0.00% | New | 67 | $4K |
| Goodman Advisory Group, LLC | 0.00% | Reduce -99.7% | 44 | $3K |
| UMB Bank, n.a. | 0.00% | New | 42 | $2K |
| Cwm, LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is JMOM's weight in each manager's 13F, not the share of JPMorgan US Momentum Factor the manager owns.