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

JPMorgan U.S. Momentum Factor ETF logo
$67.99 -0.22 (-0.32%)
Closing price 10/9/2025 04:10 PM Eastern
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$67.96 -0.02 (-0.04%)
As of 10/9/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$435.31M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$24.01M
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JMOM Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/26/2025Corient Private Wealth LLC116,586$7.50M0.0%+2,519.9%0.477%
9/4/2025Osaic Holdings Inc.13,322$857K0.0%+33.4%0.054%
8/29/2025Centaurus Financial Inc.8,345$537K0.0%N/A0.034%
8/27/2025Orion Porfolio Solutions LLC65,418$4.21M0.0%+3.0%0.268%
8/19/2025Advisory Services Network LLC15,124$979K0.0%+1.7%0.062%
8/19/2025Delos Wealth Advisors LLC42,279$2.72M2.1%-6.4%0.173%
8/15/2025Corient Private Wealth LLC116,586$7.50M0.0%+2,519.9%0.477%
8/15/2025Equitable Holdings Inc.922,833$59.33M0.5%+9.7%3.774%
8/15/2025Vident Advisory LLC164,457$10.57M0.1%-10.5%0.673%
8/15/2025Smartleaf Asset Management LLC687$44K0.0%+334.8%0.003%
8/15/2025Orion Porfolio Solutions LLC88,760$5.56M0.0%+39.7%0.363%
8/15/2025Bank of America Corp DE28,434$1.83M0.0%+23.7%0.116%
8/14/2025Raymond James Financial Inc.13,787$886K0.0%+12.2%0.056%
8/13/2025Northwestern Mutual Wealth Management Co.6,042$388K0.0%+7.2%0.025%
8/12/2025JPMorgan Chase & Co.740,661$47.62M0.0%+62.7%3.029%
8/12/202517 Capital Partners LLC11,345$729K0.4%+18.4%0.046%
8/11/2025HHM Wealth Advisors LLC863$56K0.0%-48.4%0.004%
8/7/2025Vise Technologies Inc.76,214$4.90M0.2%N/A0.312%
8/6/2025Prospera Financial Services Inc5,226$336K0.0%-4.5%0.021%
8/6/2025Legacy Wealth Managment LLC ID669$43K0.0%-57.2%0.003%
8/6/2025Savant Capital LLC84,854$5.46M0.0%-3.7%0.347%
8/6/2025Able Wealth Management LLC15,781$1.02M0.5%-13.1%0.065%
8/5/2025Magnolia Capital Advisors LLC120,209$7.73M1.9%-15.4%0.492%
8/5/20255T Wealth LLC62,566$4.02M1.9%+130.0%0.256%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,445$350K0.0%-4.1%0.022%
8/4/2025IFG Advisory LLC20,507$1.32M0.1%+7.7%0.084%
8/4/2025Daymark Wealth Partners LLC7,114$457K0.0%-12.8%0.029%
8/1/2025Strategic Financial Services Inc.52,613$3.38M0.2%+41.8%0.216%
8/1/2025Brookwood Investment Group LLC7,745$498K0.1%+5.0%0.032%
8/1/2025Envestnet Asset Management Inc.14,431$928K0.0%-11.6%0.059%
7/31/2025Wealthfront Advisers LLC19,347$1.24M0.0%+8.5%0.079%
7/31/2025TSA Wealth Managment LLC16,495$1.06M0.4%-2.7%0.068%
7/31/2025MN Wealth Advisors LLC14,748$948K0.6%+85.0%0.060%
7/29/2025Systelligence LLC149,061$9.58M1.8%N/A0.605%
7/29/2025Signature Estate & Investment Advisors LLC25,743$1.66M0.0%-72.7%0.104%
7/28/2025Harbour Investments Inc.901$58K0.0%-28.4%0.004%
7/25/2025MGO One Seven LLC3,482$224K0.0%N/A0.014%
7/25/2025CWM LLC45,344$2.92M0.0%+5,589.3%0.184%
7/24/2025Blue Trust Inc.4,298,078$276.32M3.3%+3.8%17.436%
7/24/20253Chopt Investment Partners LLC48,059$3.09M0.7%+84.9%0.195%
7/23/2025Detalus Advisors LLC3,938$253K0.1%N/A0.016%
7/22/2025Belpointe Asset Management LLC11,821$760K0.0%-2.0%0.048%
7/22/2025Duncan Williams Asset Management LLC10,080$648K0.1%N/A0.041%
7/22/2025AWM Capital LLC3,444$221K0.0%N/A0.014%
7/22/2025Kickstand Ventures LLC.10,080$648K0.2%-2.7%0.041%
7/21/2025Ameriflex Group Inc.6,115$388K0.2%+15.9%0.025%
7/21/2025Ameritas Advisory Services LLC2,757$177K0.0%N/A0.011%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management18,640$1.20M0.0%N/A0.076%
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%
7/16/2025Kathmere Capital Management LLC62,664$4.03M0.3%+0.5%0.257%
7/16/2025Blue Oak Capital LLC23,787$1.53M0.8%+5.5%0.097%
7/16/2025Castleview Partners LLC5,512$354K0.2%N/A0.023%
7/15/2025Palumbo Wealth Management LLC15,279$982K0.3%+16.9%0.063%
7/15/2025Cassia Capital Partners LLC133,948$8.61M5.2%-2.2%0.549%
7/15/2025Retireful LLC7,228$465K0.3%N/A0.030%
7/15/2025Kelly Financial Group LLC42,319$2.72M0.4%-1.7%0.173%
7/10/2025Klaas Financial Asset Advisors LLC431,803$27.76M4.4%+1.7%1.773%
7/10/2025NorthCrest Asset Manangement LLC27,205$1.76M0.0%+23.7%0.112%
7/10/2025Wealth Enhancement Advisory Services LLC11,594,195$749.22M1.2%-0.3%47.615%
7/10/2025Professional Financial Advisors LLC22,158$1.43M0.3%+4.3%0.091%
7/9/2025Shore Point Advisors LLC498,087$32.02M15.4%0.0%2.046%
7/9/2025Triumph Capital Management3,384$218K0.1%N/A0.014%
6/6/2025Blue 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%
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%
5/1/2025Kathmere 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%
4/29/2025Silver 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%
(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, 119 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. ($276.32M), Ronald Blue Trust Inc. ($118.57M), Equitable Holdings Inc. ($59.33M), JPMorgan Chase & Co. ($47.62M), Shore Point Advisors LLC ($32.02M), and Klaas Financial Asset Advisors LLC ($27.76M).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 109 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. ($2.26M), JPMorgan Chase & Co. ($456.76K), Silver Oak Securities Incorporated ($420.61K), Shore Point Advisors LLC ($252.68K), Corient Private Wealth LLC ($224.27K), and Integrated Wealth Concepts LLC ($186.91K).

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

Institutional investors have bought a total of 7,440,860 shares in the last 24 months. This purchase volume represents approximately $435.31M in transactions.

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

Of the 45 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: Signature Estate & Investment Advisors LLC ($84.54K), Great Valley Advisor Group Inc. ($79.33K), LPL Financial LLC ($42.72K), Wealth Enhancement Advisory Services LLC ($39.27K), Magnolia Capital Advisors LLC ($21.95K), Vident Advisory LLC ($19.22K), and Envestnet Asset Management Inc. ($14.42K).

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

Institutional investors have sold a total of 398,586 shares in the last 24 months. This volume of shares sold represents approximately $24.01M in transactions.


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This page (NYSEARCA:JMOM) was last updated on 10/10/2025 by MarketBeat.com Staff
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