JPMorgan US Momentum FactorJMOMETF
13F holders, Q4 2024 (December 31)98holders +20
19new positions
5sold out
$58.27avg. 13F price*
At the end of Q4 2024, 98 institutions reported holding JPMorgan US Momentum Factor (JMOM) in their 13F filings, up 20 from Q3 2024. 19 opened new positions and 5 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($588.8M), Blue Trust, Inc. ($232.4M) and Equitable Holdings, Inc. ($52.5M).
- Company
- JPMorgan US Momentum Factor
- CUSIP
- 46641Q779
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $31.0M |
| Exits | 5 | $6.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,327,353 shares bought and 232,740 shares sold, net +2,094,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Wealth Enhancement Advisory Services, LLC | 1.13% | Add +5.0% | 10,103,855 | $588.8M |
| Blue Trust, Inc. | 2.98% | Add +24.9% | 3,988,291 | $232.4M |
| Equitable Holdings, Inc. | 0.50% | Add +11.4% | 900,983 | $52.5M |
| Shore Point Advisors, LLC | 15.64% | Reduce -0.6% | 499,074 | $29.1M |
| Klaas Financial Asset Advisors, LLC | 4.35% | Add +0.5% | 423,844 | $24.7M |
| JPMorgan Chase & Co. | 0.00% | Add +180.7% | 265,709 | $15.5M |
| LPL Financial LLC | 0.01% | Add +10.3% | 241,063 | $14.0M |
| GeoWealth Management, LLC | 0.34% | New | 178,333 | $10.4M |
| Arq Wealth Advisors, LLC | 3.95% | Reduce -0.2% | 178,109 | $10.4M |
| Vident Advisory, LLC | 0.18% | Add +17.3% | 176,111 | $10.3M |
| Integrated Wealth Concepts LLC | 0.12% | Add +2881.7% | 174,637 | $10.2M |
| Nova R Wealth, Inc. | 4.16% | Reduce -1.8% | 141,679 | $8.3M |
| Cornerstone Wealth Management, LLC | 0.55% | Reduce -1.4% | 139,120 | $8.1M |
| Cassia Capital Partners, LLC | 5.17% | Reduce -1.5% | 139,064 | $8.1M |
| Magnolia Capital Advisors LLC | 1.84% | New | 121,776 | $7.1M |
| Signature Estate & Investment Advisors LLC | 0.14% | Reduce -11.0% | 98,173 | $5.7M |
| Savant Capital, LLC | 0.04% | Reduce -5.9% | 96,630 | $5.6M |
| West Wealth Group, LLC | 1.48% | New | 84,967 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +8.0% | 63,762 | $3.7M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +8.0% | 63,762 | $3.7M |
| Kathmere Capital Management, LLC | 0.32% | Reduce -4.0% | 61,657 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +1.5% | 59,207 | $3.5M |
| Intrust Bank NA | 0.33% | Reduce -3.3% | 55,074 | $3.2M |
| Fifth Third Securities, Inc. | 0.24% | Add +4.1% | 47,758 | $2.8M |
| Delos Wealth Advisors, LLC | 2.09% | Add +7.0% | 45,035 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 39,536 | $2.3M |
| Centennial Bank | 1.04% | New | 37,795 | $2.2M |
| Strategic Financial Services, Inc. | 0.13% | Reduce -3.0% | 37,787 | $2.2M |
| Foundations Investment Advisors, LLC | 0.04% | New | 34,465 | $2.0M |
| Vise Technologies, Inc. | 0.12% | New | 23,808 | $1.4M |
| Professional Financial Advisors, LLC | 0.31% | Reduce -1.6% | 20,817 | $1.2M |
| IFG Advisory, LLC | 0.06% | Reduce -0.6% | 19,507 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +24.2% | 19,149 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -37.2% | 18,111 | $1.1M |
| Able Wealth Management LLC | 0.66% | Reduce -6.8% | 17,145 | $999K |
| Gallacher Capital Management LLC | 0.49% | Reduce -3.5% | 16,947 | $988K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.5% | 16,123 | $939K |
| Ballentine Partners, LLC | 0.02% | New | 16,114 | $939K |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 15,415 | $898K |
| Synovus Financial Corp. | 0.01% | Reduce -41.9% | 14,512 | $846K |
| Blue Oak Capital, LLC | 0.49% | — | 13,711 | $799K |
| Raymond James Financial Inc. | 0.00% | — | 13,331 | $777K |
| Palumbo Wealth Management LLC | 0.27% | Add +9.6% | 12,373 | $721K |
| 5T Wealth, LLC | 0.31% | — | 9,728 | $567K |
| Brightwater Advisory LLC | 0.43% | Reduce -15.2% | 9,495 | $553K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 9,012 | $525K |
| Patten Group, Inc. | 0.11% | Add +0.9% | 8,830 | $515K |
| Osaic Holdings, Inc. | 0.00% | Add +290.4% | 8,625 | $503K |
| 17 Capital Partners, LLC | 0.31% | Add +8.6% | 8,513 | $496K |
| Fort Point Capital Partners LLC | 0.06% | Add +19.1% | 8,432 | $491K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -3.0% | 8,424 | $491K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 8,279 | $482K |
| Morgan Stanley | 0.00% | Add +48.9% | 8,192 | $477K |
| Hershey Financial Advisers, LLC | 0.41% | — | 7,958 | $464K |
| World Investment Advisors | 0.01% | Add +9.8% | 7,706 | $449K |
| Kelly Financial Group LLC | 0.14% | — | 6,654 | $388K |
| Oxford Financial Group, LTD. LLC | 0.02% | New | 6,457 | $376K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +47.0% | 6,175 | $360K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.2% | 6,135 | $358K |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 6,089 | $355K |
| Westover Capital Advisors, LLC | 0.08% | Reduce -48.3% | 5,869 | $342K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -4.0% | 5,795 | $338K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.9% | 5,571 | $325K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.7% | 5,352 | $312K |
| Johnson Investment Counsel Inc. | 0.00% | New | 5,300 | $309K |
| RHS Financial, LLC | 0.15% | Reduce -15.3% | 5,009 | $292K |
| Balefire, LLC | 0.10% | New | 4,815 | $281K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.8% | 4,796 | $279K |
| Creative Planning | 0.00% | Reduce -4.8% | 4,492 | $262K |
| Ameriflex Group, Inc. | 0.11% | — | 3,911 | $240K |
| Old Mission Capital LLC | 0.01% | New | 3,657 | $213K |
| Good Life Advisors, LLC | 0.02% | Add +0.0% | 3,564 | $208K |
| Awm Capital, LLC | 0.02% | New | 3,441 | $201K |
| Comerica Bank | 0.00% | No change | 1,888 | $110K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.3% | 1,669 | $97K |
| FMR LLC | 0.00% | Reduce -0.3% | 1,580 | $92K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.3% | 1,524 | $89K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.3% | 1,302 | $76K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,172 | $68K |
| Castleview Partners, LLC | 0.03% | New | 1,082 | $63K |
| Arlington Trust Co LLC | 0.01% | No change | 896 | $52K |
| BlackRock, Inc. | 0.00% | New | 578 | $34K |
| Assetmark, Inc. | 0.00% | No change | 562 | $33K |
| NewEdge Advisors, LLC | 0.00% | No change | 493 | $29K |
| PSI Advisors, LLC | 0.01% | Add +0.5% | 435 | $25K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 356 | $21K |
| Private Trust Co. NA | 0.00% | No change | 315 | $18K |
| FWL Investment Management, LLC | 0.01% | No change | 314 | $18K |
| IFP Advisors, Inc | 0.00% | Add +71.3% | 274 | $16K |
| Allworth Financial LP | 0.00% | Add +0.0% | 257 | $16K |
| Principal Securities, Inc. | 0.00% | New | 236 | $14K |
| Global Retirement Partners, LLC | 0.00% | Reduce -45.2% | 188 | $11K |
| UBS Group AG | 0.00% | New | 127 | $7K |
| AE Wealth Management LLC | 0.00% | New | 121 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | New | 105 | $6K |
| US Bancorp \de | 0.00% | No change | 67 | $4K |
| UMB Bank, n.a. | 0.00% | No change | 42 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -99.9% | 1 | $44 |
"% of holder's portfolio" is JMOM's weight in each manager's 13F, not the share of JPMorgan US Momentum Factor the manager owns.