JPMorgan US Momentum FactorJMOMETF
13F holders, Q3 2025 (September 30)123holders +4
19new positions
13sold out
2famous investors
$67.75avg. 13F price*
At the end of Q3 2025, 123 institutions reported holding JPMorgan US Momentum Factor (JMOM) in their 13F filings, up 4 from Q2 2025. 19 opened new positions and 13 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($804.5M), Blue Trust, Inc. ($291.2M) and Equitable Holdings, Inc. ($67.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan US Momentum Factor
- CUSIP
- 46641Q779
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $13.4M |
| Exits | 13 | $14.3M |
All 13F filers, Q2 2025 → Q3 2025: 677,095 shares bought and 1,157,713 shares sold, net −480,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Wealth Enhancement Advisory Services, LLC | 1.22% | Add +2.6% | 11,896,007 | $804.5M |
| Blue Trust, Inc. | 3.27% | Reduce -0.2% | 4,288,928 | $291.2M |
| Equitable Holdings, Inc. | 0.50% | Add +8.0% | 996,581 | $67.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.4% | 530,619 | $36.0M |
| Shore Point Advisors, LLC | 14.92% | Reduce -0.3% | 496,782 | $33.7M |
| Klaas Financial Asset Advisors, LLC | 4.43% | Add +0.7% | 434,635 | $29.5M |
| LPL Financial LLC | 0.01% | Reduce -39.5% | 367,207 | $24.9M |
| Arq Wealth Advisors, LLC | 3.28% | Reduce -5.0% | 163,440 | $11.1M |
| Vident Advisory, LLC | 0.11% | Reduce -1.3% | 162,332 | $11.0M |
| Nova R Wealth, Inc. | 4.33% | Add +1.6% | 150,468 | $10.2M |
| Cassia Capital Partners, LLC | 4.96% | Reduce -0.1% | 133,754 | $9.1M |
| Magnolia Capital Advisors LLC | 2.23% | Add +4.4% | 125,538 | $8.5M |
| West Wealth Group, LLC | 1.50% | Add +2.7% | 98,419 | $6.7M |
| Savant Capital, LLC | 0.03% | Reduce -1.5% | 81,724 | $5.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +4.3% | 68,238 | $4.6M |
| 5T Wealth, LLC | 1.97% | Add +6.3% | 66,504 | $4.5M |
| Fifth Third Securities, Inc. | 0.30% | Reduce -1.5% | 64,250 | $4.4M |
| Cwm, LLC | 0.01% | Add +39.8% | 63,387 | $4.3M |
| Kathmere Capital Management, LLC | 0.30% | Reduce -0.1% | 62,622 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 60,748 | $4.1M |
| Kingsview Wealth Management, LLC | 0.06% | New | 60,576 | $4.1M |
| Systelligence, LLC | 0.77% | Reduce -59.8% | 59,886 | $4.1M |
| Intrust Bank NA | 0.29% | Reduce -4.3% | 50,826 | $3.5M |
| Strategic Financial Services, Inc. | 0.17% | Reduce -4.2% | 50,403 | $3.4M |
| 3Chopt Investment Partners, LLC | 0.74% | No change | 48,059 | $3.3M |
| Bank of America Corp. | 0.00% | Add +65.7% | 47,115 | $3.2M |
| Centennial Bank | 1.20% | Add +2.3% | 45,076 | $3.1M |
| Delos Wealth Advisors, LLC | 2.04% | Add +5.4% | 44,564 | $3.0M |
| Kelly Financial Group LLC | 0.73% | Reduce -4.4% | 40,465 | $2.7M |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 38,858 | $2.6M |
| Elevation Capital Advisory, LLC | 1.00% | New | 36,993 | $2.5M |
| Crossmark Global Holdings, Inc. | 0.04% | No change | 35,865 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 35,381 | $2.4M |
| Atria Investments, Inc | 0.02% | New | 32,099 | $2.2M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +9.8% | 29,870 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -0.2% | 25,689 | $1.7M |
| Composition Wealth, LLC | 0.02% | New | 24,089 | $1.6M |
| IFG Advisory, LLC | 0.07% | Add +2.9% | 21,101 | $1.4M |
| Professional Financial Advisors, LLC | 0.29% | Reduce -8.0% | 20,390 | $1.4M |
| CFS Investment Advisory Services, LLC | 0.10% | Reduce -0.6% | 20,074 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.5% | 19,245 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +36.8% | 18,865 | $1.3M |
| Vise Technologies, Inc. | 0.05% | Reduce -75.8% | 18,421 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -4.9% | 17,733 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.7% | 16,411 | $1.1M |
| TSA Wealth Managment LLC | 0.38% | Reduce -0.8% | 16,363 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +36.6% | 16,152 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -91.7% | 16,093 | $1.1M |
| Gallacher Capital Management LLC | 0.42% | Reduce -8.1% | 15,571 | $1.1M |
| Quantinno Capital Management LP | 0.00% | New | 15,456 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Reduce -3.4% | 14,610 | $992K |
| Osaic Holdings, Inc. | 0.00% | Add +9.9% | 14,642 | $972K |
| MN Wealth Advisors, LLC | 0.52% | Reduce -3.5% | 14,230 | $966K |
| 17 Capital Partners, LLC | 0.46% | Add +10.7% | 12,560 | $853K |
| Private Advisor Group, LLC | 0.00% | Add +108.3% | 11,569 | $786K |
| Corient Private Wealth LP | 0.00% | Reduce -91.1% | 10,408 | $707K |
| Able Wealth Management LLC | 0.26% | Reduce -34.5% | 10,333 | $702K |
| Kickstand Ventures, Llc. | 0.15% | Reduce -0.3% | 10,046 | $682K |
| Synovus Financial Corp. | 0.01% | Add +5.2% | 9,976 | $678K |
| GTS Securities LLC | 0.03% | Add +73.4% | 9,849 | $669K |
| AQR Capital Management | 0.00% | Add +33.3% | 9,393 | $638K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +60.0% | 9,152 | $621K |
| Centaurus Financial, Inc. | 0.03% | Add +3.1% | 8,605 | $584K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 8,523 | $579K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -0.7% | 8,439 | $573K |
| Patten Group, Inc. | 0.11% | Reduce -2.3% | 8,174 | $555K |
| One Wealth Advisors, LLC | 0.07% | Reduce -3.7% | 7,967 | $541K |
| Brookwood Investment Group LLC | 0.07% | Add +2.8% | 7,958 | $540K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -2.2% | 7,793 | $529K |
| Brightwater Advisory LLC | 0.35% | Reduce -1.4% | 7,567 | $514K |
| Hershey Financial Advisers, LLC | 0.43% | New | 7,322 | $497K |
| Morgan Stanley | 0.00% | Add +15.8% | 7,145 | $485K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 7,114 | $483K |
| Prospera Financial Services Inc | 0.01% | Add +32.4% | 6,918 | $470K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -0.1% | 6,148 | $417K |
| Creative Planning | 0.00% | Add +32.4% | 5,948 | $404K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.3% | 5,539 | $376K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 5,442 | $370K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -1.3% | 5,374 | $365K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,577 | $311K |
| Castleview Partners, LLC | 0.17% | Reduce -17.9% | 4,526 | $307K |
| Citadel Advisors | 0.00% | New | 4,412 | $300K |
| Retireful, LLC | 0.28% | Reduce -41.0% | 4,261 | $289K |
| FMR LLC | 0.00% | Add +37.7% | 4,218 | $286K |
| Triumph Capital Management | 0.08% | Add +22.7% | 4,152 | $282K |
| TBH Global Asset Management, LLC | 0.05% | New | 3,843 | $261K |
| Burk Holdings LLC | 0.14% | New | 3,770 | $256K |
| Detalus Advisors, LLC | 0.07% | Reduce -6.1% | 3,698 | $251K |
| Mgo One Seven LLC | 0.01% | Reduce -0.2% | 3,476 | $236K |
| Awm Capital, LLC | 0.02% | Add +0.3% | 3,453 | $234K |
| BlackRock, Inc. | 0.00% | No change | 2,548 | $173K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,674 | $114K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,671 | $113K |
| Wells Fargo & Company | 0.00% | Add +419.8% | 1,632 | $111K |
| Comerica Bank | 0.00% | Reduce -11.0% | 1,487 | $101K |
| National Bank of Canada | 0.00% | New | 1,450 | $98K |
| Root Financial Partners, LLC | 0.01% | New | 1,274 | $87K |
| Rossby Financial, LCC | 0.03% | No change | 1,268 | $86K |
| Larson Financial Group LLC | 0.00% | Reduce -86.1% | 1,120 | $76K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 902 | $61K |
"% of holder's portfolio" is JMOM's weight in each manager's 13F, not the share of JPMorgan US Momentum Factor the manager owns.