JPMorgan US Momentum FactorJMOMETF
13F holders, Q1 2026 (March 31)142holders +11
26new positions
14sold out
1famous investor
$67.79avg. 13F price*
At the end of Q1 2026, 142 institutions reported holding JPMorgan US Momentum Factor (JMOM) in their 13F filings, up 11 from Q4 2025. 26 opened new positions and 14 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($628.2M), Blue Trust, Inc. ($323.8M) and Equitable Holdings, Inc. ($86.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $19.6M |
| Exits | 14 | $10.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,314,435 shares bought and 3,789,135 shares sold, net −2,474,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Wealth Enhancement Advisory Services, LLC | 1.38% | Reduce -25.5% | 9,124,355 | $628.2M |
| Blue Trust, Inc. | 3.71% | Add +1.8% | 4,767,446 | $323.8M |
| Equitable Holdings, Inc. | 0.55% | Add +13.8% | 1,261,920 | $86.0M |
| JPMorgan Chase & Co. | 0.00% | Add +31.1% | 757,727 | $49.8M |
| Shore Point Advisors, LLC | 13.65% | Add +3.1% | 657,113 | $34.6M |
| LPL Financial LLC | 0.01% | Add +11.2% | 414,316 | $28.1M |
| Nova R Wealth, Inc. | 5.27% | Add +57.1% | 242,989 | $16.5M |
| Magnolia Capital Advisors LLC | 3.19% | Add +79.7% | 238,948 | $16.2M |
| Cwm, LLC | 0.03% | Add +51.9% | 191,103 | $13.0M |
| Arq Wealth Advisors, LLC | 2.31% | Add +8.0% | 188,864 | $12.8M |
| West Wealth Group, LLC | 2.42% | Add +70.0% | 180,372 | $12.3M |
| Vident Advisory, LLC | 0.10% | Add +7.7% | 168,597 | $11.5M |
| Cassia Capital Partners, LLC | 4.94% | Add +8.9% | 141,476 | $9.6M |
| Corient Private Wealth LP | 0.01% | Reduce -0.8% | 117,081 | $8.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +47.0% | 89,381 | $6.1M |
| Savant Capital, LLC | 0.03% | Add +1.2% | 79,886 | $5.4M |
| 5T Wealth, LLC | 2.05% | Add +13.0% | 76,527 | $5.2M |
| Kingsview Wealth Management, LLC | 0.06% | Add +1.2% | 65,480 | $4.4M |
| Fifth Third Securities, Inc. | 0.27% | Reduce -4.3% | 61,603 | $4.2M |
| Kathmere Capital Management, LLC | 0.25% | Reduce -0.9% | 60,248 | $4.1M |
| Bank of America Corp. | 0.00% | Add +7.3% | 56,584 | $3.8M |
| Kelly Financial Group LLC | 0.92% | Add +35.7% | 53,942 | $3.7M |
| Vise Technologies, Inc. | 0.07% | No change | 53,358 | $3.6M |
| Delos Wealth Advisors, LLC | 1.90% | Add +7.8% | 48,912 | $3.3M |
| Strategic Financial Services, Inc. | 0.16% | Reduce -1.0% | 48,587 | $3.3M |
| 3Chopt Investment Partners, LLC | 0.75% | No change | 48,059 | $3.3M |
| Intrust Bank NA | 0.25% | Reduce -8.1% | 45,825 | $3.1M |
| Wealth Enhancement Trust Services, Inc. | 0.37% | Add +308.1% | 45,092 | $3.1M |
| Skyline Advisors, Inc. | 1.03% | New | 43,418 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +4.8% | 41,980 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +104.4% | 39,545 | $2.7M |
| Klaas Financial Asset Advisors, LLC | 0.36% | Reduce -91.1% | 38,770 | $2.6M |
| Centennial Bank | 0.94% | Add +5.9% | 38,575 | $2.6M |
| EP Wealth Advisors, LLC | 0.01% | New | 37,728 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -37.0% | 36,529 | $2.5M |
| Win Advisors, Inc. | 1.09% | New | 35,103 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -24.4% | 34,631 | $2.4M |
| CFS Investment Advisory Services, LLC | 0.15% | Add +6.5% | 29,905 | $2.2M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +0.3% | 31,644 | $2.2M |
| Hershey Financial Advisers, LLC | 1.87% | New | 31,956 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +18.7% | 31,932 | $2.2M |
| AQR Capital Management | 0.00% | Add +32.8% | 26,434 | $1.8M |
| Professional Financial Advisors, LLC | 0.34% | Add +16.9% | 24,532 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -8.2% | 22,907 | $1.6M |
| Silver Oak Securities, Incorporated | 0.11% | New | 22,761 | $1.5M |
| Composition Wealth, LLC | 0.02% | Reduce -0.9% | 22,542 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Add +11.2% | 22,290 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +17.8% | 21,103 | $1.4M |
| J Hagan Capital, Inc. | 0.76% | Add +27.9% | 20,680 | $1.4M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -66.4% | 20,623 | $1.4M |
| Contango Wealth Management LLC | 1.58% | New | 19,967 | $1.4M |
| Palumbo Wealth Management LLC | 0.33% | No change | 19,949 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.9% | 18,780 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +3.2% | 17,677 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Reduce -13.2% | 16,659 | $1.1M |
| TSA Wealth Managment LLC | 0.36% | Add +0.0% | 16,359 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +10.3% | 15,214 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Add +3.0% | 14,635 | $994K |
| MN Wealth Advisors, LLC | 0.48% | Add +1.5% | 14,444 | $981K |
| 17 Capital Partners, LLC | 0.50% | Add +6.8% | 14,114 | $959K |
| Integrated Wealth Concepts LLC | 0.01% | New | 13,967 | $949K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 13,917 | $945K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.1% | 12,981 | $882K |
| Gallacher Capital Management LLC | 0.33% | Reduce -19.2% | 12,702 | $863K |
| AE Wealth Management LLC | 0.00% | Add +3180.8% | 12,631 | $858K |
| Zhang Financial LLC | 0.03% | New | 12,345 | $838K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.5% | 11,001 | $747K |
| Kickstand Ventures, Llc. | 0.15% | Add +1.4% | 10,650 | $723K |
| One Wealth Advisors, LLC | 0.08% | Reduce -2.2% | 9,820 | $667K |
| GTS Securities LLC | 0.02% | New | 9,304 | $632K |
| Brookwood Investment Group LLC | 0.08% | Add +5.0% | 8,917 | $606K |
| Lake Street Private Wealth, LLC | 0.08% | Add +10.2% | 8,698 | $591K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -0.0% | 8,665 | $589K |
| Patten Group, Inc. | 0.10% | Add +6.8% | 8,335 | $566K |
| Asempa Wealth Advisors | 0.48% | Add +5.8% | 8,003 | $551K |
| Prospera Financial Services Inc | 0.01% | Add +8.4% | 7,945 | $540K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.4% | 7,731 | $525K |
| Linscomb Wealth, Inc. | 0.02% | New | 7,420 | $504K |
| Jane Street Group, LLC | 0.00% | New | 7,357 | $500K |
| Cerity Partners LLC | 0.00% | New | 7,283 | $495K |
| Able Wealth Management LLC | 0.13% | Add +3.9% | 7,216 | $490K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 7,058 | $479K |
| Brightwater Advisory LLC | 0.31% | Reduce -0.3% | 7,010 | $476K |
| NewEdge Advisors, LLC | 0.00% | Add +2.2% | 6,523 | $443K |
| Midwest Trust Co | 0.01% | New | 6,286 | $427K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -0.2% | 6,138 | $417K |
| Marshall Wace, LLP | 0.00% | New | 6,129 | $416K |
| Morgan Stanley | 0.00% | Reduce -76.4% | 5,768 | $392K |
| Creative Planning | 0.00% | Add +0.5% | 5,654 | $384K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 5,194 | $353K |
| Triumph Capital Management | 0.07% | Add +44.8% | 5,098 | $346K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -6.3% | 5,034 | $342K |
| Castleview Partners, LLC | 0.17% | Add +3.7% | 4,960 | $337K |
| Sanctuary Advisors, LLC | 0.00% | Add +28.7% | 4,803 | $326K |
| FMR LLC | 0.00% | Add +44.0% | 4,778 | $324K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.0% | 4,698 | $319K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 4,577 | $311K |
| Mariner, LLC | 0.00% | Reduce -24.1% | 4,535 | $308K |
| TBH Global Asset Management, LLC | 0.06% | New | 4,461 | $303K |
| Mgo One Seven LLC | 0.01% | Add +23.2% | 4,353 | $296K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 4,320 | $293K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +38.3% | 4,066 | $276K |
| Ascent Group, LLC | 0.01% | Add +25.4% | 3,783 | $257K |
| Burk Holdings LLC | 0.11% | No change | 3,770 | $256K |
| Detalus Advisors, LLC | 0.06% | Reduce -5.8% | 3,716 | $252K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +12.1% | 3,550 | $241K |
| Awm Capital, LLC | 0.02% | Add +0.2% | 3,468 | $236K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,273 | $222K |
| Florida Financial Advisors, LLC | 0.05% | New | 3,074 | $209K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | No change | 3,047 | $207K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,031 | $206K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 3,002 | $204K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +62.3% | 2,928 | $199K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,993 | $135K |
| Fifth Third Bancorp | 0.00% | Add +139.8% | 1,930 | $131K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,671 | $115K |
| Smartleaf Asset Management LLC | 0.00% | Add +143.8% | 1,675 | $110K |
| National Bank of Canada | 0.00% | No change | 1,450 | $98K |
| Rossby Financial, LCC | 0.02% | No change | 1,268 | $87K |
| Root Financial Partners, LLC | 0.00% | No change | 1,274 | $87K |
| Larson Financial Group LLC | 0.00% | Reduce -2.0% | 1,083 | $74K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 868 | $59K |
| IFP Advisors, Inc | 0.00% | Add +114.6% | 781 | $53K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +21.2% | 691 | $47K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 669 | $45K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 653 | $44K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 650 | $44K |
| Arlington Trust Co LLC | 0.00% | No change | 500 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +23.9% | 467 | $32K |
| Allworth Financial LP | 0.00% | No change | 352 | $24K |
| Ascentis Independent Advisors | 0.00% | New | 331 | $22K |
| Wells Fargo & Company | 0.00% | Reduce -83.4% | 276 | $19K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 254 | $17K |
| Harbour Investments, Inc. | 0.00% | Reduce -58.9% | 239 | $16K |
| Family Capital Trust Co | 0.00% | Add +53.3% | 184 | $12K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 179 | $12K |
| Kingdom Financial Group LLC. | 0.00% | New | 179 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 141 | $10K |
| Assetmark, Inc. | 0.00% | No change | 127 | $9K |
| FWL Investment Management, LLC | 0.00% | No change | 107 | $7K |
| Vanguard Advisers Inc. | 0.00% | — | 40 | $3K |
| Spire Wealth Management | 0.00% | No change | 27 | $2K |
"% of holder's portfolio" is JMOM's weight in each manager's 13F, not the share of JPMorgan US Momentum Factor the manager owns.