JPMorgan US Momentum FactorJMOMETF
13F holders, Q2 2025 (June 30)119holders +11
19new positions
11sold out
1famous investor
$64.40avg. 13F price*
At the end of Q2 2025, 119 institutions reported holding JPMorgan US Momentum Factor (JMOM) in their 13F filings, up 11 from Q1 2025. 19 opened new positions and 11 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($749.2M), Blue Trust, Inc. ($276.3M) and Equitable Holdings, Inc. ($59.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan US Momentum Factor
- CUSIP
- 46641Q779
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $16.9M |
| Exits | 11 | $8.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,536,102 shares bought and 351,680 shares sold, net +1,184,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Wealth Enhancement Advisory Services, LLC | 1.24% | Reduce -0.3% | 11,594,195 | $749.2M |
| Blue Trust, Inc. | 3.26% | Add +3.8% | 4,298,078 | $276.3M |
| Equitable Holdings, Inc. | 0.49% | Add +9.7% | 922,833 | $59.3M |
| JPMorgan Chase & Co. | 0.00% | Add +62.7% | 740,661 | $47.6M |
| LPL Financial LLC | 0.01% | Add +206.0% | 606,899 | $39.0M |
| Shore Point Advisors, LLC | 15.38% | Reduce -0.1% | 498,087 | $32.0M |
| Klaas Financial Asset Advisors, LLC | 4.39% | Add +1.7% | 431,803 | $27.8M |
| Integrated Wealth Concepts LLC | 0.13% | Add +3.7% | 193,789 | $12.5M |
| Vident Advisory, LLC | 0.12% | Reduce -10.5% | 164,457 | $10.6M |
| Arq Wealth Advisors, LLC | 3.33% | No change | 171,997 | $9.7M |
| Systelligence, LLC | 1.77% | New | 149,061 | $9.6M |
| Nova R Wealth, Inc. | 4.43% | Add +5.0% | 148,113 | $9.5M |
| Cornerstone Wealth Management, LLC | 0.58% | Reduce -1.4% | 147,929 | $9.5M |
| Cassia Capital Partners, LLC | 5.18% | Reduce -2.2% | 133,948 | $8.6M |
| Magnolia Capital Advisors LLC | 1.95% | Reduce -15.4% | 120,209 | $7.7M |
| Corient Private Wealth LP | 0.01% | Add +2519.9% | 116,586 | $7.5M |
| West Wealth Group, LLC | 1.55% | Add +5.9% | 95,816 | $6.2M |
| Savant Capital, LLC | 0.04% | Reduce -3.8% | 82,951 | $5.3M |
| Vise Technologies, Inc. | 0.20% | — | 76,214 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +3.0% | 65,418 | $4.2M |
| Fifth Third Securities, Inc. | 0.32% | Add +4.3% | 65,221 | $4.2M |
| Kathmere Capital Management, LLC | 0.31% | Add +0.5% | 62,664 | $4.0M |
| 5T Wealth, LLC | 2.05% | Add +130.0% | 62,566 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 59,247 | $3.8M |
| Intrust Bank NA | 0.30% | Reduce -0.1% | 53,111 | $3.4M |
| Strategic Financial Services, Inc. | 0.18% | Add +41.8% | 52,613 | $3.4M |
| 3Chopt Investment Partners, LLC | 0.74% | Add +84.9% | 48,059 | $3.1M |
| Cwm, LLC | 0.01% | Add +5589.3% | 45,344 | $2.9M |
| Centennial Bank | 1.19% | Add +18.3% | 44,085 | $2.8M |
| Kelly Financial Group LLC | 0.79% | Reduce -1.7% | 42,319 | $2.7M |
| Delos Wealth Advisors, LLC | 2.12% | Reduce -6.4% | 42,279 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 39,249 | $2.5M |
| Crossmark Global Holdings, Inc. | 0.04% | No change | 35,865 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +8683.3% | 34,606 | $2.2M |
| Bank of America Corp. | 0.00% | Add +23.7% | 28,434 | $1.8M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +23.8% | 27,205 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -72.7% | 25,743 | $1.7M |
| Blue Oak Capital, LLC | 0.80% | Add +5.5% | 23,787 | $1.5M |
| Professional Financial Advisors, LLC | 0.33% | Add +4.3% | 22,158 | $1.4M |
| IFG Advisory, LLC | 0.07% | Add +7.7% | 20,507 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -0.9% | 20,202 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +8.5% | 19,347 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | New | 18,640 | $1.2M |
| Gallacher Capital Management LLC | 0.50% | Add +0.5% | 16,938 | $1.1M |
| TSA Wealth Managment LLC | 0.39% | Reduce -2.7% | 16,495 | $1.1M |
| Able Wealth Management LLC | 0.51% | Reduce -13.1% | 15,781 | $1.0M |
| Palumbo Wealth Management LLC | 0.30% | Add +16.9% | 15,279 | $982K |
| Advisory Services Network, LLC | 0.02% | Add +1.7% | 15,124 | $979K |
| MN Wealth Advisors, LLC | 0.55% | Add +85.0% | 14,748 | $948K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.6% | 14,431 | $928K |
| Raymond James Financial Inc. | 0.00% | Add +12.2% | 13,787 | $886K |
| Osaic Holdings, Inc. | 0.00% | Add +33.4% | 13,322 | $857K |
| Two Sigma Investments, LP | 0.00% | New | 12,400 | $797K |
| Belpointe Asset Management LLC | 0.03% | Reduce -2.0% | 11,821 | $760K |
| Compound Planning, Inc. | 0.03% | New | 11,698 | $752K |
| 17 Capital Partners, LLC | 0.42% | Add +18.4% | 11,345 | $729K |
| Kickstand Ventures, Llc. | 0.15% | Reduce -2.7% | 10,080 | $648K |
| Synovus Financial Corp. | 0.01% | Reduce -22.9% | 9,479 | $610K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 8,848 | $569K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +1.6% | 8,500 | $546K |
| Fort Point Capital Partners LLC | 0.05% | Add +0.1% | 8,444 | $543K |
| Patten Group, Inc. | 0.11% | No change | 8,364 | $538K |
| Centaurus Financial, Inc. | 0.03% | New | 8,345 | $537K |
| One Wealth Advisors, LLC | 0.07% | Add +0.4% | 8,276 | $532K |
| Larson Financial Group LLC | 0.02% | Reduce -22.6% | 8,057 | $518K |
| Lake Street Private Wealth, LLC | 0.07% | New | 7,966 | $512K |
| Brookwood Investment Group LLC | 0.08% | Add +5.0% | 7,745 | $498K |
| Brightwater Advisory LLC | 0.35% | Reduce -11.7% | 7,674 | $493K |
| Retireful, LLC | 0.32% | New | 7,228 | $465K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -12.8% | 7,114 | $457K |
| AQR Capital Management | 0.00% | New | 7,049 | $453K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.8% | 7,009 | $451K |
| Morgan Stanley | 0.00% | Reduce -21.7% | 6,168 | $397K |
| Cypress Wealth Services, LLC | 0.07% | Add +0.7% | 6,151 | $395K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.2% | 6,042 | $388K |
| Ameriflex Group, Inc. | 0.20% | Add +15.9% | 6,115 | $388K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,721 | $368K |
| GTS Securities LLC | 0.02% | Add +15.0% | 5,679 | $365K |
| Private Advisor Group, LLC | 0.00% | New | 5,554 | $357K |
| Castleview Partners, LLC | 0.23% | New | 5,512 | $354K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -4.0% | 5,445 | $350K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.1% | 5,423 | $349K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.5% | 5,226 | $336K |
| Greenleaf Trust | 0.00% | New | 4,970 | $320K |
| Creative Planning | 0.00% | Add +3.3% | 4,492 | $289K |
| Detalus Advisors, LLC | 0.07% | New | 3,938 | $253K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -40.5% | 3,675 | $236K |
| Good Life Advisors, LLC | 0.01% | No change | 3,564 | $229K |
| Mgo One Seven LLC | 0.01% | New | 3,482 | $224K |
| Awm Capital, LLC | 0.02% | New | 3,444 | $221K |
| Triumph Capital Management | 0.07% | New | 3,384 | $218K |
| FMR LLC | 0.00% | Add +70.6% | 3,064 | $197K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,757 | $177K |
| BlackRock, Inc. | 0.00% | Add +248.6% | 2,548 | $164K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,674 | $108K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.4% | 1,671 | $107K |
| Comerica Bank | 0.00% | No change | 1,671 | $107K |
| Sunbelt Securities, Inc. | 0.01% | New | 1,524 | $89K |
| Rossby Financial, LCC | 0.03% | No change | 1,268 | $82K |
| Harbour Investments, Inc. | 0.00% | Reduce -28.4% | 901 | $58K |
"% of holder's portfolio" is JMOM's weight in each manager's 13F, not the share of JPMorgan US Momentum Factor the manager owns.