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JPMorgan US Momentum Factor ETF (JMOM) Institutional Ownership

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$52.68
+0.15 (+0.29%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan US Momentum Factor ETF (NYSEARCA:JMOM)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$479.73M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$12.14M
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JMOM Institutional Buying and Selling by Quarter

JPMorgan US Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank2,246$118K0.0%-10.2%0.013%
5/14/2024 Vident Advisory LLC141,147$7.44M0.2%+7.9%0.818%
5/9/2024 Delos Wealth Advisors LLC35,309$1.86M2.1%+61.4%0.209%
5/6/2024 Gallacher Capital Management LLC18,337$966K0.5%-4.7%0.109%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,296$332K0.0%-85.7%0.037%
5/2/2024 Magnolia Capital Advisors LLC91,380$4.52M3.7%+0.6%0.541%
5/1/2024 Janney Montgomery Scott LLC6,644$350K0.0%-15.2%0.039%
5/1/2024 Blue Trust Inc.3,152,596$166.08M2.3%+13.6%18.654%
5/1/2024 Private Advisor Group LLC9,013$475K0.0%+5.3%0.053%
4/25/2024 Professional Financial Advisors LLC22,115$1.17M0.3%N/A0.131%
4/24/2024 Win Advisors Inc.38,355$2.02M0.9%N/A0.229%
4/22/2024 Cassia Capital Partners LLC141,828$7.47M5.0%+36.0%0.847%
4/19/2024 Cornerstone Wealth Management LLC136,644$7.20M0.6%+4.3%0.816%
4/18/2024 Woodmont Investment Counsel LLC1,686$89K0.0%N/A0.010%
4/18/2024 RHS Financial LLC3,931$207K0.1%-53.7%0.023%
4/16/2024 Wealth Enhancement Advisory Services LLC8,096,156$426.51M1.1%+1,766.0%48.335%
4/15/2024 Sunbelt Securities Inc.1,514$80K0.0%N/A0.009%
4/12/2024 Nova R Wealth Inc.144,911$7.63M4.0%+7.3%0.865%
4/11/2024 17 Capital Partners LLC4,927$260K0.2%N/A0.029%
2/20/2024Able Wealth Management LLC25,545$1.17M1.1%N/A0.381%
2/8/2024 Strategic Financial Services Inc33,533$1.53M0.1%-1.1%0.500%
2/7/2024 Shore Point Advisors LLC493,254$22.54M14.0%+95.9%7.362%
2/7/2024 Delos Wealth Advisors LLC21,871$1M1.4%-4.9%0.326%
2/6/2024 Private Advisor Group LLC8,563$391K0.0%-10.0%0.128%
2/6/2024 Gallacher Capital Management LLC19,250$880K0.5%-4.2%0.287%
2/6/2024 Westover Capital Advisors LLC5,218$239K0.1%N/A0.078%
2/6/2024 Great Valley Advisor Group Inc.51,201$2.34M0.1%+78.1%0.764%
2/5/2024 Savant Capital LLC111,239$5.09M0.1%+14.1%1.660%
2/2/2024 Magnolia Capital Advisors LLC90,843$4.34M3.2%N/A1.356%
1/29/2024 Cassia Capital Partners LLC104,255$4.77M4.0%+159.2%1.556%
1/29/2024 Signature Estate & Investment Advisors LLC84,321$3.86M0.1%+3.1%1.259%
1/24/2024 Arlington Trust Co LLC1,630$75K0.0%N/A0.024%
1/23/2024 Householder Group Estate & Retirement Specialist LLC1,103$50K0.0%+160.8%0.016%
1/22/2024 Palumbo Wealth Management LLC4,586$210K0.1%N/A0.068%
1/19/2024 Nova R Wealth Inc.135,024$6.17M3.9%+7.9%2.015%
1/19/2024 Quent Capital LLC3,174$145K0.0%N/A0.047%
1/18/2024 Blue Trust Inc.2,775,425$126.87M1.9%-0.8%41.424%
1/17/2024 IFG Advisory LLC41,876$1.91M0.1%+11.9%0.625%
1/16/2024 Raymond James Financial Services Advisors Inc.7,113$325K0.0%-71.7%0.106%
1/16/2024 Raymond James & Associates11,847$542K0.0%+20.6%0.177%
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1/10/2024 Cornerstone Wealth Management LLC131,023$5.99M0.5%N/A1.956%
1/9/2024 Daymark Wealth Partners LLC13,356$611K0.0%N/A0.199%
11/16/2023 Delos Wealth Advisors LLC23,007$987K1.2%-1.0%0.343%
11/13/2023 Gallacher Capital Management LLC20,097$825K0.5%-1.4%0.300%
11/13/2023 LPL Financial LLC192,508$7.90M0.0%+173.3%2.873%
11/8/2023 HighTower Advisors LLC51,314$2.11M0.0%+884.5%0.766%
11/7/2023 Great Valley Advisor Group Inc.28,748$1.18M0.0%+278.2%0.429%
11/3/2023 Private Advisor Group LLC9,511$390K0.0%N/A0.142%
11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors41,990$1.72M0.2%+2.9%0.627%
11/1/2023 Wealthfront Advisers LLC9,374$385K0.0%+41.7%0.140%
10/26/2023 Signature Estate & Investment Advisors LLC81,807$3.36M0.1%-3.0%1.221%
10/24/2023 Raymond James & Associates9,825$403K0.0%+31.9%0.147%
10/24/2023 RHS Financial LLC8,354$343K0.2%+7.5%0.125%
10/19/2023 Nova R Wealth Inc.125,098$5.13M3.5%+1,152.5%1.867%
10/16/2023 Shore Point Advisors LLC251,766$10.33M7.5%+4.7%3.758%
10/16/2023 Cassia Capital Partners LLC40,215$1.65M1.4%N/A0.600%
10/11/2023 Ronald Blue Trust Inc.2,798,527$118.57M1.8%+0.0%41.769%
8/10/2023 Cetera Advisor Networks LLC37,398$1.59M0.0%+2.0%0.558%
8/10/2023 Strategic Financial Services Inc34,078$1.45M0.1%+3.3%0.509%
8/9/2023 Flow Traders U.S. LLC22,805$966K0.0%N/A0.340%
8/4/2023 Savant Capital LLC97,699$4.14M0.1%+25.2%1.458%
7/31/2023 LPL Financial LLC70,449$2.99M0.0%+31.6%1.051%
7/27/2023 Nova R Wealth Inc.9,988$423K0.3%N/A0.149%
7/25/2023 Raymond James Financial Services Advisors Inc.25,056$1.06M0.0%-51.1%0.414%
7/25/2023 Raymond James & Associates7,450$316K0.0%N/A0.123%
7/21/2023 Wealth Enhancement Advisory Services LLC159,967$6.78M0.1%-19.0%2.644%
7/21/2023 RHS Financial LLC7,768$329K0.2%N/A0.128%
7/21/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors40,813$1.73M0.2%+7.5%0.675%
7/20/2023 Signature Estate & Investment Advisors LLC84,363$3.58M0.1%-3.4%1.394%
7/14/2023 Ronald Blue Trust Inc.2,797,622$111.01M1.8%-3.2%46.242%
7/14/2023 Shore Point Advisors LLC240,579$10.19M7.3%+2.9%3.977%
7/11/2023Kathmere Capital Management LLC66,706$2.83M0.4%-22.6%1.103%
5/12/2023 Gallacher Capital Management LLC20,022$794K0.5%-6.4%0.328%
5/12/2023 Strategic Financial Services Inc32,981$1.31M0.1%+73.8%0.541%
5/5/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors37,957$1.51M0.2%+94.0%0.622%
5/4/2023 Intrust Bank NA66,245$2.63M0.3%+2.5%1.086%
5/3/2023 Signature Estate & Investment Advisors LLC87,377$3.47M0.1%+9.8%1.432%
5/3/2023 Savant Capital LLC78,022$3.10M0.1%+245.5%1.279%
4/28/2023 Ameritas Advisory Services LLC822$33K0.0%N/A0.013%
4/25/2023 Wealth Enhancement Advisory Services LLC197,468$7.84M0.1%-7.8%3.237%
4/20/2023Kathmere Capital Management LLC86,234$3.42M0.6%-1.7%1.414%
4/17/2023 Shore Point Advisors LLC233,799$9.28M7.0%+4.2%3.833%
4/17/2023 Ronald Blue Trust Inc.2,891,188$108.97M1.8%+0.4%47.397%
4/17/2023 Ayalon Insurance Comp Ltd.12,958$514K0.2%-51.6%0.212%
4/14/2023 Raymond James Financial Services Advisors Inc.51,281$2.04M0.0%-3.2%0.841%
4/7/2023 KWB Wealth26,249$989K0.2%+3.8%0.434%
2/14/2023 Delos Wealth Advisors LLC22,264$839K1.3%+2.0%0.368%
2/13/2023 Savant Capital LLC22,585$851K0.0%N/A0.373%
2/10/2023 Intrust Bank NA64,655$2.44M0.3%-4.3%1.069%
2/10/2023 KWB Wealth25,285$953K0.2%N/A0.418%
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2/8/2023Prospera Financial Services Inc9,178$346K0.0%-27.9%0.152%
2/7/2023 LPL Financial LLC21,837$823K0.0%-34.8%0.361%
2/7/2023 Envestnet Asset Management Inc.51,245$1.93M0.0%+553.6%0.847%
2/7/2023 Savant Capital LLC22,585$851K0.0%N/A0.373%
2/1/2023 Wealth Enhancement Advisory Services LLC214,248$8.35M0.1%-9.2%3.541%
2/1/2023 Janney Montgomery Scott LLC7,796$294K0.0%+6.1%0.129%
1/24/2023Kathmere Capital Management LLC87,686$3.31M0.6%-0.8%1.449%
1/19/2023 Shore Point Advisors LLC224,437$8.46M7.0%+16.3%3.741%
1/17/2023 Ronald Blue Trust Inc.2,878,729$101.27M1.8%0.0%47.979%
1/17/2023 Gallacher Capital Management LLC21,382$806K0.5%N/A0.356%
(Data available from 1/1/2016 forward)

JMOM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMOM shares?

During the previous two years, 53 institutional investors and hedge funds held shares of JPMorgan US Momentum Factor ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($426.51M), Blue Trust Inc. ($166.08M), Ronald Blue Trust Inc. ($118.57M), Shore Point Advisors LLC ($22.54M), LPL Financial LLC ($7.90M), Nova R Wealth Inc. ($7.63M), and Cassia Capital Partners LLC ($7.47M).Learn more on JMOM's institutional investors.

Which institutional investors have been buying JPMorgan US Momentum Factor ETF stock?

Of the 50 institutional investors that purchased JPMorgan US Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($7.82M), Ronald Blue Trust Inc. ($3.02M), Shore Point Advisors LLC ($493.25K), Blue Trust Inc. ($377.17K), Nova R Wealth Inc. ($144.91K), Cassia Capital Partners LLC ($141.83K), and LPL Financial LLC ($138.97K).

How much institutional buying is happening at JPMorgan US Momentum Factor ETF?

Institutional investors have bought a total of 13,220,995 shares in the last 24 months. This purchase volume represents approximately $622.80M in transactions.

Which JPMorgan US Momentum Factor ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold JPMorgan US Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ronald Blue Trust Inc. ($220.70K), Wealth Enhancement Advisory Services LLC ($76.03K), Raymond James Financial Services Advisors Inc. ($61.24K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($37.76K), Newfound Research LLC ($25.30K), Blue Trust Inc. ($23.10K), and Kathmere Capital Management LLC ($21.72K).

How much institutional selling is happening at JPMorgan US Momentum Factor ETF?

Institutional investors have sold a total of 546,306 shares in the last 24 months. This volume of shares sold represents approximately $22.12M in transactions.


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This page (NYSEARCA:JMOM) was last updated on 5/18/2024 by MarketBeat.com Staff

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