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

JPMorgan U.S. Momentum Factor ETF logo
$81.07 -0.62 (-0.76%)
As of 07/24/2026 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)
90
Total
Institutional Inflows
(last 12 months)
$288.15M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$61.43M
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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
7/9/2026 Professional Financial Advisors LLC23,303$1.99M0.3%-5.0%0.078%
7/8/2026 First Heartland Consultants Inc.11,562$988K0.1%-43.9%0.039%
6/9/2026Contango Wealth Management LLC19,967$1.36M1.6%N/A0.070%
6/3/2026NewEdge Advisors LLC6,523$443K0.0%+2.2%0.023%
5/19/2026NewEdge Advisors LLC6,030$410K0.0%-5.5%0.021%
5/19/2026Bank of America Corp DE56,584$3.84M0.0%+7.3%0.198%
5/18/2026Royal Bank of Canada34,631$2.35M0.0%-24.5%0.121%
5/16/2026Quantinno Capital Management LP16,659$1.13M0.0%-13.2%0.058%
5/13/2026Cetera Investment Advisers41,980$2.85M0.0%+4.7%0.147%
5/7/2026Florida Financial Advisors LLC3,074$209K0.0%N/A0.011%
5/7/2026Hershey Financial Advisers LLC31,956$2.17M1.9%N/A0.112%
5/6/2026Zhang Financial LLC12,345$838K0.0%N/A0.043%
5/6/2026Centennial Bank AR38,575$2.62M0.9%+5.9%0.135%
5/6/2026 Gallacher Capital Management LLC12,702$863K0.3%-19.2%0.044%
5/5/2026Wealthfront Advisers LLC21,103$1.43M0.0%+17.8%0.074%
5/5/2026Sanctuary Advisors LLC4,803$326K0.0%+28.7%0.017%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management17,677$1.20M0.0%+3.2%0.062%
5/2/2026 Castleview Partners LLC4,960$337K0.2%+3.7%0.017%
5/2/2026ARQ Wealth Advisors LLC188,864$12.83M2.3%+8.0%0.660%
5/1/2026Midwest Trust Co6,286$427K0.0%N/A0.022%
5/1/2026Fifth Third Bancorp1,930$131K0.0%+139.8%0.007%
4/30/2026 CFS Investment Advisory Services LLC29,905$2.24M0.2%+6.5%0.105%
4/28/2026Kathmere Capital Management LLC60,248$4.09M0.3%-0.9%0.211%
4/27/2026Private Advisor Group LLC11,001$747K0.0%-2.5%0.039%
4/25/2026Patten Group Inc.8,335$566K0.1%+6.8%0.029%
4/25/2026Able Wealth Management LLC7,216$490K0.1%+3.9%0.025%
4/24/2026Cassia Capital Partners LLC141,476$9.61M4.9%+8.9%0.496%
4/23/2026Detalus Advisors LLC3,716$252K0.1%-5.8%0.013%
4/22/2026 Patriot Financial Group Insurance Agency LLC5,194$353K0.0%N/A0.018%
4/22/2026Janney Montgomery Scott LLC4,698$319K0.0%-9.0%0.016%
4/21/2026Silver Oak Securities Incorporated22,761$1.55M0.1%N/A0.080%
4/20/2026 Blue Trust Inc.4,767,446$323.81M3.7%+1.8%16.816%
3/9/2026Corient Private Wealth LLC118,073$8.05M0.0%+1,034.4%0.430%
2/19/2026Corient Private Wealth LLC118,073$8.05M0.0%+1,034.4%0.430%
2/18/2026Vident Advisory LLC156,590$10.67M0.1%-3.5%0.570%
2/18/2026NewEdge Advisors LLC6,384$435K0.0%+1,194.9%0.023%
2/18/2026Centennial Bank AR36,433$2.48M1.0%-19.2%0.133%
2/17/2026AQR Capital Management LLC19,901$1.36M0.0%+111.9%0.072%
2/17/2026Cetera Investment Advisers40,077$2.73M0.0%+3.1%0.146%
2/17/2026Equitable Holdings Inc.1,109,250$75.60M0.5%+11.3%4.041%
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2/17/2026Osaic Holdings Inc.13,794$940K0.0%-5.8%0.050%
2/17/2026Advisory Services Network LLC14,213$969K0.0%-2.7%0.052%
2/17/2026Royal Bank of Canada45,841$3.12M0.0%+29.6%0.167%
2/16/2026Mariner LLC5,975$407K0.0%N/A0.022%
2/16/202617 Capital Partners LLC13,210$900K0.5%+5.2%0.048%
2/13/2026Kestra Advisory Services LLC778$53K0.0%N/A0.003%
2/13/2026Magnolia Capital Advisors LLC132,981$9.06M1.9%+5.9%0.484%
2/12/2026Federation des caisses Desjardins du Quebec570$39K0.0%N/A0.002%
2/12/2026Orion Porfolio Solutions LLC60,821$4.15M0.0%-10.9%0.222%
2/12/2026 Triumph Capital Management3,522$240K0.1%-15.2%0.013%
2/12/2026Commonwealth Equity Services LLC14,274$973K0.0%+67.5%0.052%
2/12/2026Brightwater Advisory LLC7,032$479K0.3%-7.1%0.026%
2/11/2026Janney Montgomery Scott LLC5,162$352K0.0%-5.1%0.019%
2/11/2026LPL Financial LLC372,673$25.40M0.0%+1.5%1.358%
2/11/2026JPMorgan Chase & Co.577,984$39.39M0.0%+8.9%2.106%
2/11/2026Vise Technologies Inc.53,358$3.64M0.1%+189.7%0.194%
2/10/2026Northwestern Mutual Wealth Management Co.8,176$557K0.0%+47.6%0.030%
2/10/2026Savant Capital LLC78,959$5.38M0.0%-5.5%0.288%
2/10/2026 CFS Investment Advisory Services LLC28,067$1.91M0.1%+39.8%0.102%
2/10/2026IFG Advisory LLC21,573$1.47M0.1%+2.2%0.079%
2/10/2026Thoroughbred Financial Services LLC2,940$200K0.0%N/A0.011%
2/9/2026Kingsview Wealth Management LLC64,725$4.41M0.1%+6.8%0.236%
2/9/2026Strategic Financial Services Inc.49,099$3.46M0.2%-2.6%0.179%
2/9/2026Harbour Investments Inc.582$40K0.0%-35.5%0.002%
2/9/2026 Prospera Financial Services Inc7,329$500K0.0%+5.9%0.027%
2/9/2026ARQ Wealth Advisors LLC174,934$11.92M3.2%+7.0%0.637%
2/6/2026 Signature Estate & Investment Advisors LLC24,965$1.70M0.0%-2.8%0.091%
2/6/2026Intrust Bank NA49,839$3.40M0.3%-1.9%0.182%
2/6/2026HighTower Advisors LLC58,024$3.95M0.0%-4.5%0.211%
2/5/2026Northwestern Mutual Wealth Management Co.904,112$61.62M0.0%+16,222.7%3.294%
2/3/2026Detalus Advisors LLC3,946$269K0.1%+6.7%0.014%
2/3/2026 Gallacher Capital Management LLC15,717$1.07M0.4%+0.9%0.057%
2/2/2026 Composition Wealth LLC22,738$1.55M0.0%-5.6%0.083%
2/2/2026One Wealth Advisors LLC10,041$684K0.1%+26.0%0.037%
1/30/2026Wealthfront Advisers LLC17,918$1.22M0.0%-6.9%0.066%
1/29/2026Kickstand Ventures LLC.10,506$716K0.2%+4.6%0.039%
1/29/2026Sanctuary Advisors LLC3,731$254K0.0%N/A0.014%
1/27/2026Able Wealth Management LLC6,943$473K0.1%-32.8%0.026%
1/27/2026Belpointe Asset Management LLC20,039$1.37M0.0%+24.1%0.075%
1/27/2026 5T Wealth LLC67,709$4.61M1.8%+1.8%0.254%
1/27/2026 Wealth Enhancement Trust Services Inc.11,049$753K0.1%N/A0.041%
1/27/2026 Klaas Financial Asset Advisors LLC437,789$29.84M4.3%+0.7%1.642%
1/26/2026West Wealth Group LLC106,130$7.23M1.5%+7.8%0.407%
1/26/2026CWM LLC125,799$8.57M0.0%+98.5%0.482%
1/23/2026 Shore Point Advisors LLC637,108$43.42M15.2%+28.2%2.450%
1/23/2026Patten Group Inc.7,801$532K0.1%-4.6%0.030%
1/23/2026 Kelly Financial Group LLC39,756$2.71M0.4%-1.8%0.153%
1/22/2026 Brookwood Investment Group LLC8,492$579K0.1%+6.7%0.033%
1/21/2026Palumbo Wealth Management LLC19,949$1.36M0.3%N/A0.077%
1/20/2026Ascent Group LLC3,017$206K0.0%N/A0.012%
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1/16/2026Cassia Capital Partners LLC129,866$8.85M4.8%-2.9%0.501%
1/16/2026 Blue Trust Inc.4,683,934$319.21M3.6%+9.2%18.071%
1/16/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management17,133$1.17M0.0%-3.4%0.066%
1/15/2026 Professional Financial Advisors LLC20,978$1.43M0.3%+2.9%0.081%
1/14/2026 Nova R Wealth Inc.154,673$10.54M3.8%+2.8%0.597%
1/13/2026Kathmere Capital Management LLC60,790$4.14M0.3%-2.9%0.235%
1/13/2026 Mayflower Financial Advisors LLC8,668$591K0.1%+2.7%0.034%
1/12/2026 Castleview Partners LLC4,785$326K0.2%+5.7%0.019%
1/9/2026 First Heartland Consultants Inc.61,365$4.18M0.3%N/A0.239%
1/8/2026 Asempa Wealth Advisors7,563$515K0.4%N/A0.029%


JMOM Institutional Ownership - Frequently Asked Questions

During the previous two years, 147 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 ($860.36M), Blue Trust Inc. ($323.81M), Equitable Holdings Inc. ($75.60M), Shore Point Advisors LLC ($43.42M), JPMorgan Chase & Co. ($39.39M), Klaas Financial Asset Advisors LLC ($29.84M), and LPL Financial LLC ($25.40M).Learn more on JPMorgan U.S. Momentum Factor ETF's institutional investors.

Of the 133 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 ($3.44M), Blue Trust Inc. ($2.36M), Northwestern Mutual Wealth Management Co. ($901.62K), JPMorgan Chase & Co. ($504.13K), Silver Oak Securities Incorporated ($443.38K), Corient Private Wealth LLC ($439.60K), and Equitable Holdings Inc. ($268.16K).

Institutional investors have bought a total of 4,283,799 shares in the last 24 months. This purchase volume represents approximately $288.15M in transactions.

Of the 55 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: JPMorgan Chase & Co. ($420.08K), Integrated Wealth Concepts LLC ($177.70K), Signature Estate & Investment Advisors LLC ($69.29K), Vise Technologies Inc. ($57.79K), Vident Advisory LLC ($27.09K), Magnolia Capital Advisors LLC ($21.95K), and Royal Bank of Canada ($11.21K).

Institutional investors have sold a total of 908,429 shares in the last 24 months. This volume of shares sold represents approximately $61.43M in transactions.


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This page (NYSEARCA:JMOM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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