JPMorgan US Momentum FactorJMOMETF
13F holders, Q4 2025 (December 31)131holders +8
17new positions
12sold out
2famous investors
$68.87avg. 13F price*
At the end of Q4 2025, 131 institutions reported holding JPMorgan US Momentum Factor (JMOM) in their 13F filings, up 8 from Q3 2025. 17 opened new positions and 12 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($860.4M), Blue Trust, Inc. ($319.2M) and Equitable Holdings, Inc. ($75.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $13.7M |
| Exits | 12 | $11.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,608,901 shares bought and 224,653 shares sold, net +1,384,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Wealth Enhancement Advisory Services, LLC | 1.17% | Add +3.0% | 12,246,694 | $860.4M |
| Blue Trust, Inc. | 3.61% | Add +9.2% | 4,683,934 | $319.2M |
| Equitable Holdings, Inc. | 0.52% | Add +11.3% | 1,109,250 | $75.6M |
| JPMorgan Chase & Co. | 0.00% | Add +8.9% | 577,984 | $39.4M |
| Shore Point Advisors, LLC | 14.37% | Add +28.3% | 637,108 | $34.0M |
| Klaas Financial Asset Advisors, LLC | 4.33% | Add +0.7% | 437,789 | $29.8M |
| LPL Financial LLC | 0.01% | Add +1.5% | 372,673 | $25.4M |
| Arq Wealth Advisors, LLC | 3.22% | Add +7.0% | 174,934 | $11.9M |
| Vident Advisory, LLC | 0.10% | Reduce -3.5% | 156,590 | $10.7M |
| Nova R Wealth, Inc. | 3.84% | Add +2.8% | 154,673 | $10.5M |
| Magnolia Capital Advisors LLC | 1.91% | Add +5.9% | 132,981 | $9.1M |
| Cassia Capital Partners, LLC | 4.79% | Reduce -2.9% | 129,866 | $8.9M |
| Cwm, LLC | 0.02% | Add +98.5% | 125,799 | $8.6M |
| Corient Private Wealth LP | 0.01% | Add +1034.4% | 118,073 | $8.0M |
| West Wealth Group, LLC | 1.50% | Add +7.8% | 106,130 | $7.2M |
| Savant Capital, LLC | 0.03% | Reduce -3.4% | 78,959 | $5.4M |
| 5T Wealth, LLC | 1.84% | Add +1.8% | 67,709 | $4.6M |
| Kingsview Wealth Management, LLC | 0.06% | Add +6.8% | 64,725 | $4.4M |
| Fifth Third Securities, Inc. | 0.29% | Add +0.2% | 64,376 | $4.4M |
| First Heartland Consultants, Inc. | 0.32% | New | 61,365 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -10.9% | 60,821 | $4.1M |
| Kathmere Capital Management, LLC | 0.28% | Reduce -2.9% | 60,790 | $4.1M |
| Two Sigma Investments, LP | 0.01% | New | 60,400 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.5% | 58,024 | $4.0M |
| Vise Technologies, Inc. | 0.07% | Add +189.7% | 53,358 | $3.6M |
| Bank of America Corp. | 0.00% | Add +11.9% | 52,711 | $3.6M |
| Strategic Financial Services, Inc. | 0.16% | Reduce -2.6% | 49,099 | $3.5M |
| Intrust Bank NA | 0.28% | Reduce -1.9% | 49,839 | $3.4M |
| 3Chopt Investment Partners, LLC | 0.73% | No change | 48,059 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +29.6% | 45,841 | $3.1M |
| Delos Wealth Advisors, LLC | 2.04% | Add +1.8% | 45,354 | $3.1M |
| Atria Investments, Inc | 0.03% | Add +29.3% | 41,504 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +3.1% | 40,077 | $2.7M |
| Kelly Financial Group LLC | 0.69% | Reduce -1.8% | 39,756 | $2.7M |
| Centennial Bank | 0.99% | Reduce -19.2% | 36,433 | $2.5M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +5.6% | 31,552 | $2.2M |
| CFS Investment Advisory Services, LLC | 0.14% | Add +39.8% | 28,067 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +42.6% | 26,896 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -2.8% | 24,965 | $1.7M |
| Morgan Stanley | 0.00% | Add +241.4% | 24,396 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.7% | 23,749 | $1.6M |
| Composition Wealth, LLC | 0.02% | Reduce -5.6% | 22,738 | $1.5M |
| IFG Advisory, LLC | 0.06% | Add +2.2% | 21,573 | $1.5M |
| Professional Financial Advisors, LLC | 0.29% | Add +2.9% | 20,978 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +24.1% | 20,039 | $1.4M |
| Palumbo Wealth Management LLC | 0.34% | New | 19,949 | $1.4M |
| AQR Capital Management | 0.00% | Add +111.9% | 19,901 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 19,349 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +24.2% | 19,190 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -6.9% | 17,918 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -3.4% | 17,133 | $1.2M |
| TSA Wealth Managment LLC | 0.37% | Reduce -0.1% | 16,355 | $1.1M |
| J Hagan Capital, Inc. | 0.61% | New | 16,168 | $1.1M |
| Gallacher Capital Management LLC | 0.41% | Add +0.9% | 15,717 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +67.5% | 14,274 | $973K |
| MN Wealth Advisors, LLC | 0.49% | Reduce -0.0% | 14,228 | $970K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.7% | 14,213 | $969K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.8% | 13,794 | $940K |
| 17 Capital Partners, LLC | 0.47% | Add +5.2% | 13,210 | $900K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.0% | 11,895 | $811K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.5% | 11,280 | $769K |
| Wealth Enhancement Trust Services, Inc. | 0.10% | — | 11,049 | $753K |
| Kickstand Ventures, Llc. | 0.15% | Add +4.6% | 10,506 | $716K |
| One Wealth Advisors, LLC | 0.08% | Add +26.0% | 10,041 | $684K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 9,777 | $667K |
| Centaurus Financial, Inc. | 0.03% | Add +2.6% | 8,828 | $602K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +2.7% | 8,668 | $591K |
| Brookwood Investment Group LLC | 0.07% | Add +6.7% | 8,492 | $579K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +47.6% | 8,176 | $557K |
| Lake Street Private Wealth, LLC | 0.07% | Add +1.3% | 7,896 | $538K |
| Patten Group, Inc. | 0.10% | Reduce -4.6% | 7,801 | $532K |
| Asempa Wealth Advisors | 0.44% | — | 7,563 | $515K |
| Prospera Financial Services Inc | 0.01% | Add +5.9% | 7,329 | $500K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.8% | 7,058 | $481K |
| Brightwater Advisory LLC | 0.32% | Reduce -7.1% | 7,032 | $479K |
| Able Wealth Management LLC | 0.15% | Reduce -32.8% | 6,943 | $473K |
| NewEdge Advisors, LLC | 0.00% | Add +1194.9% | 6,384 | $435K |
| Cypress Wealth Services, LLC | 0.06% | No change | 6,148 | $419K |
| Mariner, LLC | 0.00% | New | 5,975 | $407K |
| Creative Planning | 0.00% | Reduce -5.4% | 5,625 | $383K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -0.0% | 5,373 | $366K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.2% | 5,162 | $352K |
| Castleview Partners, LLC | 0.16% | Add +5.7% | 4,785 | $326K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 4,577 | $312K |
| Detalus Advisors, LLC | 0.07% | Add +6.7% | 3,946 | $269K |
| Burk Holdings LLC | 0.12% | No change | 3,770 | $257K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,731 | $254K |
| Mgo One Seven LLC | 0.00% | Add +1.6% | 3,532 | $241K |
| Triumph Capital Management | 0.05% | Reduce -15.2% | 3,522 | $240K |
| Awm Capital, LLC | 0.02% | Add +0.2% | 3,461 | $236K |
| FMR LLC | 0.00% | Reduce -21.3% | 3,318 | $226K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 3,168 | $216K |
| Citadel Advisors | 0.00% | Reduce -29.3% | 3,118 | $212K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | — | 3,047 | $208K |
| Ameriprise Financial Inc. | 0.00% | New | 3,024 | $206K |
| Ascent Group, LLC | 0.01% | New | 3,017 | $206K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 2,940 | $200K |
| BlackRock, Inc. | 0.00% | Reduce -28.7% | 1,817 | $124K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.8% | 1,804 | $123K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,671 | $114K |
"% of holder's portfolio" is JMOM's weight in each manager's 13F, not the share of JPMorgan US Momentum Factor the manager owns.