JPMorgan US Momentum FactorJMOMETF
13F holders, Q1 2025 (March 31)108holders +10
30new positions
17sold out
$56.36avg. 13F price*
At the end of Q1 2025, 108 institutions reported holding JPMorgan US Momentum Factor (JMOM) in their 13F filings, up 10 from Q4 2024. 30 opened new positions and 17 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($655.7M), Blue Trust, Inc. ($233.4M) and Equitable Holdings, Inc. ($47.4M).
- Company
- JPMorgan US Momentum Factor
- CUSIP
- 46641Q779
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $18.9M |
| Exits | 17 | $15.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,379,460 shares bought and 415,539 shares sold, net +1,963,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Wealth Enhancement Advisory Services, LLC | 1.25% | Add +15.1% | 11,633,460 | $655.7M |
| Blue Trust, Inc. | 2.99% | Add +3.8% | 4,141,628 | $233.4M |
| Equitable Holdings, Inc. | 0.45% | Reduce -6.7% | 841,088 | $47.4M |
| Shore Point Advisors, LLC | 14.87% | Reduce -0.1% | 498,320 | $28.1M |
| JPMorgan Chase & Co. | 0.00% | Add +71.3% | 455,184 | $25.7M |
| Klaas Financial Asset Advisors, LLC | 4.13% | Add +0.2% | 424,656 | $23.9M |
| LPL Financial LLC | 0.00% | Reduce -17.7% | 198,346 | $11.2M |
| Integrated Wealth Concepts LLC | 0.12% | Add +7.0% | 186,912 | $10.5M |
| Vident Advisory, LLC | 0.15% | Add +4.3% | 183,676 | $10.4M |
| Arq Wealth Advisors, LLC | 3.60% | Reduce -3.4% | 171,997 | $9.7M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +7.8% | 149,953 | $8.5M |
| Magnolia Capital Advisors LLC | 2.18% | Add +16.7% | 142,161 | $8.0M |
| Nova R Wealth, Inc. | 3.94% | Reduce -0.4% | 141,069 | $8.0M |
| Cassia Capital Partners, LLC | 4.82% | Reduce -1.5% | 136,989 | $7.7M |
| Signature Estate & Investment Advisors LLC | 0.14% | Reduce -3.9% | 94,304 | $5.3M |
| West Wealth Group, LLC | 1.52% | Add +6.5% | 90,494 | $5.1M |
| Savant Capital, LLC | 0.04% | Reduce -10.8% | 86,232 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -0.3% | 63,541 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -0.3% | 63,541 | $3.6M |
| Fifth Third Securities, Inc. | 0.30% | Add +31.0% | 62,559 | $3.5M |
| Kathmere Capital Management, LLC | 0.30% | Add +1.1% | 62,355 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 58,680 | $3.3M |
| Intrust Bank NA | 0.30% | Reduce -3.5% | 53,140 | $3.0M |
| Silver Oak Securities, Incorporated | 0.27% | New | 51,546 | $2.9M |
| Delos Wealth Advisors, LLC | 2.02% | Add +0.3% | 45,170 | $2.5M |
| Kelly Financial Group LLC | 0.76% | Add +547.0% | 43,049 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 39,151 | $2.2M |
| Centennial Bank | 1.00% | Reduce -1.4% | 37,279 | $2.1M |
| Strategic Financial Services, Inc. | 0.12% | Reduce -1.8% | 37,092 | $2.1M |
| Crossmark Global Holdings, Inc. | 0.04% | New | 35,865 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 31,767 | $1.8M |
| Win Advisors, Inc. | 0.91% | New | 31,400 | $1.8M |
| 5T Wealth, LLC | 0.87% | Add +179.6% | 27,203 | $1.5M |
| 3Chopt Investment Partners, LLC | 0.38% | New | 25,994 | $1.5M |
| Bank of America Corp. | 0.00% | Add +49.1% | 22,985 | $1.3M |
| Blue Oak Capital, LLC | 0.70% | Add +64.5% | 22,550 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +165.5% | 21,984 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +35.0% | 21,768 | $1.2M |
| Professional Financial Advisors, LLC | 0.30% | Add +2.1% | 21,252 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.10% | New | 20,394 | $1.1M |
| IFG Advisory, LLC | 0.06% | Reduce -2.4% | 19,048 | $1.1M |
| Able Wealth Management LLC | 0.61% | Add +5.9% | 18,151 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Reduce -6.9% | 17,834 | $1.0M |
| TSA Wealth Managment LLC | 0.38% | New | 16,948 | $955K |
| Gallacher Capital Management LLC | 0.46% | Reduce -0.5% | 16,857 | $950K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.8% | 16,330 | $920K |
| Advisory Services Network, LLC | 0.02% | New | 14,873 | $838K |
| Palumbo Wealth Management LLC | 0.25% | Add +5.6% | 13,068 | $737K |
| Synovus Financial Corp. | 0.01% | Reduce -15.2% | 12,303 | $693K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.8% | 12,291 | $693K |
| Belpointe Asset Management LLC | 0.04% | New | 12,064 | $680K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 11,473 | $647K |
| Clear Creek Financial Management, LLC | 0.06% | New | 10,981 | $619K |
| Larson Financial Group LLC | 0.03% | New | 10,416 | $587K |
| Kickstand Ventures, Llc. | 0.15% | New | 10,363 | $584K |
| Osaic Holdings, Inc. | 0.00% | Add +15.8% | 9,989 | $563K |
| 17 Capital Partners, LLC | 0.35% | Add +12.6% | 9,583 | $540K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 8,846 | $499K |
| Brightwater Advisory LLC | 0.39% | Reduce -8.5% | 8,686 | $490K |
| Fort Point Capital Partners LLC | 0.05% | Add +0.1% | 8,438 | $476K |
| Patten Group, Inc. | 0.11% | Reduce -5.3% | 8,364 | $471K |
| Mayflower Financial Advisors, LLC | 0.07% | New | 8,363 | $471K |
| One Wealth Advisors, LLC | 0.07% | New | 8,246 | $465K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -3.1% | 8,159 | $460K |
| MN Wealth Advisors, LLC | 0.26% | New | 7,973 | $449K |
| Morgan Stanley | 0.00% | Reduce -3.9% | 7,875 | $444K |
| Brookwood Investment Group LLC | 0.07% | — | 7,374 | $416K |
| Janney Montgomery Scott LLC | 0.00% | Add +23.7% | 6,621 | $373K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 6,175 | $348K |
| Cypress Wealth Services, LLC | 0.07% | New | 6,106 | $344K |
| Westover Capital Advisors, LLC | 0.07% | Reduce -2.2% | 5,738 | $323K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -2.1% | 5,675 | $322K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.2% | 5,634 | $318K |
| Prospera Financial Services Inc | 0.01% | New | 5,470 | $309K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.5% | 5,318 | $300K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 5,300 | $299K |
| Ameriflex Group, Inc. | 0.12% | Add +34.9% | 5,276 | $297K |
| GTS Securities LLC | 0.01% | New | 4,938 | $278K |
| Corient Private Wealth LP | 0.00% | New | 4,450 | $251K |
| Creative Planning | 0.00% | Reduce -3.2% | 4,349 | $245K |
| Good Life Advisors, LLC | 0.01% | No change | 3,564 | $201K |
| FMR LLC | 0.00% | Add +13.7% | 1,796 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Add +43.1% | 1,677 | $95K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,674 | $94K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.2% | 1,672 | $94K |
| Comerica Bank | 0.00% | Reduce -11.5% | 1,671 | $94K |
| Legacy Wealth Managment, LLC | 0.06% | New | 1,564 | $88K |
| Rossby Financial, LCC | 0.03% | New | 1,268 | $72K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.4% | 1,258 | $71K |
| Arlington Trust Co LLC | 0.01% | No change | 896 | $50K |
| Cwm, LLC | 0.00% | New | 797 | $45K |
| BlackRock, Inc. | 0.00% | Add +26.5% | 731 | $41K |
| ROSS\JOHNSON & Associates LLC | 0.66% | New | 683 | $38K |
| Assetmark, Inc. | 0.00% | No change | 562 | $32K |
| NewEdge Advisors, LLC | 0.00% | No change | 493 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 395 | $22K |
| Royal Bank of Canada | 0.00% | Reduce -93.5% | 394 | $22K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 357 | $20K |
| Allworth Financial LP | 0.00% | No change | 257 | $14K |
| Principal Securities, Inc. | 0.00% | No change | 236 | $14K |
"% of holder's portfolio" is JMOM's weight in each manager's 13F, not the share of JPMorgan US Momentum Factor the manager owns.