Free Trial
→ A grave, grave error. (From Porter & Company) (Ad) Free JMOM Stock Alerts

JPMorgan U.S. Momentum Factor ETF (JMOM) Institutional Ownership

JPMorgan U.S. Momentum Factor ETF logo
$64.43 +0.41 (+0.64%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$361.47M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$17.69M
Get JMOM Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan U.S. Momentum Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JMOM Institutional Buying and Selling by Quarter

JPMorgan U.S. Momentum Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025Greenleaf Trust4,970$320K0.0%N/A0.020%
7/17/2025Janney Montgomery Scott LLC5,423$349K0.0%-18.1%0.022%
7/17/2025Fifth Third Securities Inc.65,221$4.19M0.3%+4.3%0.267%
7/17/2025Nova R Wealth Inc.148,113$9.52M4.4%+5.0%0.607%
7/16/2025 Kathmere Capital Management LLC62,664$4.03M0.3%+0.5%0.257%
7/16/2025 Blue Oak Capital LLC23,787$1.53M0.8%+5.5%0.097%
7/16/2025 Castleview Partners LLC5,512$354K0.2%N/A0.023%
7/15/2025 Palumbo Wealth Management LLC15,279$982K0.3%+16.9%0.063%
7/15/2025 Cassia Capital Partners LLC133,948$8.61M5.2%-2.2%0.549%
7/15/2025 Retireful LLC7,228$465K0.3%N/A0.030%
7/15/2025 Kelly Financial Group LLC42,319$2.72M0.4%-1.7%0.173%
7/10/2025 Klaas Financial Asset Advisors LLC431,803$27.76M4.4%+1.7%1.773%
7/10/2025 NorthCrest Asset Manangement LLC27,205$1.76M0.0%+23.7%0.112%
7/10/2025 Wealth Enhancement Advisory Services LLC11,594,195$749.22M1.2%-0.3%47.615%
7/10/2025 Professional Financial Advisors LLC22,158$1.43M0.3%+4.3%0.091%
7/9/2025 Shore Point Advisors LLC498,087$32.02M15.4%0.0%2.046%
7/9/2025 Triumph Capital Management3,384$218K0.1%N/A0.014%
6/6/2025 Blue Oak Capital LLC22,550$1.27M0.7%+64.5%0.094%
5/23/2025Strategic Financial Services Inc.37,092$2.09M0.1%-1.8%0.157%
5/20/2025Belpointe Asset Management LLC12,064$680K0.0%N/A0.051%
5/19/2025Jane Street Group LLC31,767$1.79M0.0%N/A0.134%
5/16/2025Signature Estate & Investment Advisors LLC94,304$5.32M0.1%-3.9%0.399%
5/16/2025ROSS JOHNSON & Associates LLC683$38K0.7%N/A0.003%
5/16/2025Legacy Wealth Managment LLC ID1,564$88K0.1%N/A0.007%
5/16/2025Integrated Wealth Concepts LLC186,912$10.53M0.1%+7.0%0.791%
5/15/2025Vident Advisory LLC183,676$10.35M0.2%+4.3%0.777%
5/14/2025Comerica Bank1,671$94K0.0%-11.5%0.007%
5/14/2025Synovus Financial Corp12,303$693K0.0%-15.2%0.052%
5/14/2025Northwestern Mutual Wealth Management Co.5,634$318K0.0%-8.2%0.024%
5/13/202517 Capital Partners LLC9,583$540K0.3%+12.6%0.041%
5/13/2025HighTower Advisors LLC58,680$3.31M0.0%-0.9%0.248%
5/9/2025Intrust Bank NA53,140$3.00M0.3%-3.5%0.225%
5/9/2025Kickstand Ventures LLC.10,363$584K0.2%N/A0.044%
5/8/2025IFG Advisory LLC19,048$1.07M0.1%-2.4%0.081%
5/7/2025LPL Financial LLC198,346$11.18M0.0%-17.7%0.839%
5/6/2025Cetera Investment Advisers39,151$2.21M0.0%-1.0%0.166%
5/6/2025Brookwood Investment Group LLC7,374$416K0.1%N/A0.031%
5/6/2025One Wealth Advisors LLC8,246$465K0.1%N/A0.035%
5/5/2025West Wealth Group LLC90,494$5.13M1.5%+6.5%0.383%
5/5/2025ARQ Wealth Advisors LLC171,997$9.69M3.6%-3.4%0.728%
[No Brainer Gold Play]: “Show me a better investment.” (Ad)

A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Click here to get Garrett’s Top Four picks now.
5/2/2025Mayflower Financial Advisors LLC8,363$471K0.1%N/A0.036%
5/2/2025Larson Financial Group LLC10,416$587K0.0%N/A0.045%
5/2/2025Wealthfront Advisers LLC17,834$1.01M0.0%-6.9%0.077%
5/1/2025CWM LLC797$45K0.0%N/A0.003%
5/1/2025 Kathmere Capital Management LLC62,355$3.51M0.3%+1.1%0.270%
5/1/2025Fifth Third Securities Inc.62,559$3.53M0.3%+31.0%0.271%
4/30/2025Crossmark Global Holdings Inc.35,865$2.02M0.0%N/A0.155%
4/29/2025Centennial Bank AR37,279$2.10M1.0%-1.4%0.161%
4/29/2025Envestnet Asset Management Inc.16,330$920K0.0%-9.8%0.071%
4/29/2025 Silver Oak Securities Incorporated51,546$2.89M0.3%N/A0.223%
4/28/2025Able Wealth Management LLC18,151$1.02M0.6%+5.9%0.079%
4/28/2025Rossby Financial LCC1,268$72K0.0%N/A0.005%
4/28/2025Clear Creek Financial Management LLC10,981$619K0.1%N/A0.048%
4/24/2025 Shore Point Advisors LLC498,320$28.09M14.9%-0.2%2.157%
4/24/20253Chopt Investment Partners LLC25,994$1.47M0.4%N/A0.113%
4/24/2025 Klaas Financial Asset Advisors LLC424,656$23.93M4.1%+0.2%1.838%
4/23/2025Nova R Wealth Inc.141,069$7.95M3.9%-0.4%0.611%
4/23/2025TSA Wealth Managment LLC16,948$955K0.4%N/A0.073%
4/23/2025Daymark Wealth Partners LLC8,159$460K0.0%-3.1%0.035%
4/23/2025Win Advisors Inc.31,400$1.77M0.9%N/A0.136%
4/23/2025 Professional Financial Advisors LLC21,252$1.20M0.3%+2.1%0.092%
4/22/20255T Wealth LLC27,203$1.53M0.8%+179.6%0.118%
4/22/2025 Palumbo Wealth Management LLC13,068$737K0.2%+5.6%0.057%
4/22/2025 Cassia Capital Partners LLC136,989$7.72M4.8%-1.5%0.593%
4/21/2025Blue Trust Inc.4,141,628$233.42M3.0%+3.8%17.929%
4/21/2025 Silver Oak Securities Incorporated369,068$20.44M1.8%N/A1.598%
4/21/2025MN Wealth Advisors LLC7,973$449K0.3%N/A0.035%
4/18/2025Cornerstone Wealth Management LLC149,953$8.45M0.6%+7.8%0.649%
4/17/2025Janney Montgomery Scott LLC6,621$373K0.0%+23.7%0.029%
4/16/2025 Wealth Enhancement Advisory Services LLC11,633,460$655.66M1.3%+15.1%50.361%
4/16/2025 Kelly Financial Group LLC43,049$2.43M0.4%+547.0%0.186%
4/16/2025 NorthCrest Asset Manangement LLC21,984$1.24M0.0%+165.5%0.095%
4/14/2025 Farther Finance Advisors LLC1,677$95K0.0%+43.1%0.007%
4/14/2025Daymark Wealth Partners LLC8,159$460K0.0%-3.1%0.035%
4/10/2025Cypress Wealth Services LLC6,106$344K0.1%N/A0.027%
3/24/2025Mascagni Wealth Management Inc.1,218$71K0.1%N/A0.005%
3/17/2025 Wealth Enhancement Advisory Services LLC10,103,855$588.75M1.1%+5.0%44.452%
3/17/2025 NorthCrest Asset Manangement LLC8,279$482K0.0%N/A0.036%
2/24/2025Ameriflex Group Inc.3,911$240K0.1%N/A0.017%
2/19/2025ARQ Wealth Advisors LLC178,109$10.38M3.9%-0.2%0.779%
2/18/2025Vise Technologies Inc.23,808$1.39M0.1%N/A0.138%
2/17/2025Vident Advisory LLC176,111$10.26M0.2%+17.3%1.021%
2/17/2025Cetera Investment Advisers39,536$2.30M0.0%-2.0%0.229%
2/17/2025Bank of America Corp DE15,415$898K0.0%-2.5%0.089%
2/14/2025Integrated Wealth Concepts LLC174,637$10.18M0.1%+2,881.7%1.012%
2/14/2025GeoWealth Management LLC178,333$10.39M0.3%N/A1.034%
2/13/2025Synovus Financial Corp14,512$846K0.0%-41.9%0.084%
2/13/2025Raymond James Financial Inc.13,331$777K0.0%N/A0.077%
2/13/2025Envestnet Asset Management Inc.18,111$1.06M0.0%-37.2%0.105%
2/12/2025World Investment Advisors7,706$449K0.0%+9.8%0.045%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
2/12/2025OLD Mission Capital LLC3,657$213K0.0%N/A0.021%
2/12/2025Delos Wealth Advisors LLC45,035$2.62M2.1%+7.0%0.261%
2/12/2025Intrust Bank NA55,074$3.21M0.3%-3.3%0.319%
2/12/2025Orion Portfolio Solutions LLC63,762$3.72M0.0%+8.0%0.370%
2/12/2025JPMorgan Chase & Co.265,709$15.48M0.0%+180.7%1.540%
2/11/2025Signature Estate & Investment Advisors LLC98,173$5.72M0.1%-11.0%0.569%
2/11/2025Hershey Financial Advisers LLC7,958$464K0.4%N/A0.046%
2/11/2025LPL Financial LLC241,063$14.05M0.0%+10.3%1.397%
2/11/2025Oxford Financial Group LTD. LLC6,457$376K0.0%N/A0.037%
2/11/2025Strategic Financial Services Inc.37,787$2.20M0.1%-3.0%0.219%
(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, 106 institutional investors and hedge funds held shares of JPMorgan U.S. Momentum Factor ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($749.22M), Blue Trust Inc. ($233.42M), Ronald Blue Trust Inc. ($118.57M), Shore Point Advisors LLC ($32.02M), Klaas Financial Asset Advisors LLC ($27.76M), JPMorgan Chase & Co. ($15.48M), and LPL Financial LLC ($11.18M).Learn more on JPMorgan U.S. Momentum Factor ETF's institutional investors.

Which institutional investors have been buying JPMorgan U.S. Momentum Factor ETF's stock?

Of the 96 institutional investors that purchased JPMorgan U.S. Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($11.20M), Blue Trust Inc. ($2.10M), Silver Oak Securities Incorporated ($420.61K), Shore Point Advisors LLC ($252.68K), Integrated Wealth Concepts LLC ($186.91K), GeoWealth Management LLC ($178.33K), and JPMorgan Chase & Co. ($171.28K).

How much institutional buying is happening at JPMorgan U.S. Momentum Factor ETF?

Institutional investors have bought a total of 6,300,856 shares in the last 24 months. This purchase volume represents approximately $361.47M in transactions.

Which of JPMorgan U.S. Momentum Factor ETF's major shareholders have been selling company stock?

Of the 37 institutional investors that sold JPMorgan U.S. Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Great Valley Advisor Group Inc. ($79.33K), LPL Financial LLC ($42.72K), Wealth Enhancement Advisory Services LLC ($39.27K), Signature Estate & Investment Advisors LLC ($15.98K), Synovus Financial Corp ($12.68K), Envestnet Asset Management Inc. ($12.52K), and Blue Trust Inc. ($12.44K).

How much institutional selling is happening at JPMorgan U.S. Momentum Factor ETF?

Institutional investors have sold a total of 305,036 shares in the last 24 months. This volume of shares sold represents approximately $17.69M in transactions.


Related Companies

This page (NYSEARCA:JMOM) was last updated on 7/17/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Turn $1K into $50K with This DeFi Gem
I've never been more confident about a DeFi opportunity. This isn't about complex trading or risky bets. Th...
Crypto 101 Media | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored