Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free JMOM Stock Alerts

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

JPMorgan U.S. Momentum Factor ETF logo
$85.45 +0.03 (+0.04%)
As of 11:00 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$251.16M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$54.87M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
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%
6/3/2026 NewEdge Advisors LLC6,523$443K0.0%+2.2%0.023%
5/19/2026 NewEdge 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%
5/13/2026 Cetera Investment Advisers41,980$2.85M0.0%+4.7%0.147%
5/7/2026 Florida Financial Advisors LLC3,074$209K0.0%N/A0.011%
5/7/2026 Hershey Financial Advisers LLC31,956$2.17M1.9%N/A0.112%
5/6/2026 Zhang Financial LLC12,345$838K0.0%N/A0.043%
5/6/2026 Centennial Bank AR38,575$2.62M0.9%+5.9%0.135%
5/6/2026 Gallacher Capital Management LLC12,702$863K0.3%-19.2%0.044%
5/5/2026 Wealthfront 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%
5/2/2026 ARQ Wealth Advisors LLC188,864$12.83M2.3%+8.0%0.660%
5/1/2026 Midwest Trust Co6,286$427K0.0%N/A0.022%
5/1/2026 Fifth 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%
4/28/2026 Kathmere Capital Management LLC60,248$4.09M0.3%-0.9%0.211%
4/27/2026 Private Advisor Group LLC11,001$747K0.0%-2.5%0.039%
4/25/2026 Patten Group Inc.8,335$566K0.1%+6.8%0.029%
4/25/2026 Able Wealth Management LLC7,216$490K0.1%+3.9%0.025%
4/24/2026 Cassia Capital Partners LLC141,476$9.61M4.9%+8.9%0.496%
4/23/2026 Detalus Advisors LLC3,716$252K0.1%-5.8%0.013%
4/22/2026 Patriot Financial Group Insurance Agency LLC5,194$353K0.0%N/A0.018%
4/22/2026 Janney Montgomery Scott LLC4,698$319K0.0%-9.0%0.016%
4/21/2026 Silver 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%
3/9/2026 Corient Private Wealth LLC118,073$8.05M0.0%+1,034.4%0.430%
2/19/2026 Corient Private Wealth LLC118,073$8.05M0.0%+1,034.4%0.430%
2/18/2026 Vident Advisory LLC156,590$10.67M0.1%-3.5%0.570%
2/18/2026 NewEdge Advisors LLC6,384$435K0.0%+1,194.9%0.023%
2/18/2026 Centennial Bank AR36,433$2.48M1.0%-19.2%0.133%
2/17/2026AQR Capital Management LLC19,901$1.36M0.0%+111.9%0.072%
2/17/2026 Cetera 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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/17/2026Osaic Holdings Inc.13,794$940K0.0%-5.8%0.050%
2/17/2026 Advisory 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%
2/16/2026 17 Capital Partners LLC13,210$900K0.5%+5.2%0.048%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth Equity Services LLC14,274$973K0.0%+67.5%0.052%
2/12/2026 Brightwater Advisory LLC7,032$479K0.3%-7.1%0.026%
2/11/2026 Janney Montgomery Scott LLC5,162$352K0.0%-5.1%0.019%
2/11/2026 LPL Financial LLC372,673$25.40M0.0%+1.5%1.358%
2/11/2026 JPMorgan Chase & Co.577,984$39.39M0.0%+8.9%2.106%
2/11/2026 Vise Technologies Inc.53,358$3.64M0.1%+189.7%0.194%
2/10/2026 Northwestern Mutual Wealth Management Co.8,176$557K0.0%+47.6%0.030%
2/10/2026 Savant 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%
2/10/2026 Thoroughbred 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%
2/9/2026 Harbour Investments Inc.582$40K0.0%-35.5%0.002%
2/9/2026 Prospera Financial Services Inc7,329$500K0.0%+5.9%0.027%
2/9/2026 ARQ 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%
2/6/2026 Intrust Bank NA49,839$3.40M0.3%-1.9%0.182%
2/6/2026 HighTower Advisors LLC58,024$3.95M0.0%-4.5%0.211%
2/5/2026 Northwestern Mutual Wealth Management Co.904,112$61.62M0.0%+16,222.7%3.294%
2/3/2026 Detalus 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%
2/2/2026 One Wealth Advisors LLC10,041$684K0.1%+26.0%0.037%
1/30/2026 Wealthfront Advisers LLC17,918$1.22M0.0%-6.9%0.066%
1/29/2026 Kickstand Ventures LLC.10,506$716K0.2%+4.6%0.039%
1/29/2026Sanctuary Advisors LLC3,731$254K0.0%N/A0.014%
1/27/2026 Able Wealth Management LLC6,943$473K0.1%-32.8%0.026%
1/27/2026 Belpointe 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%
1/26/2026 West 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%
1/23/2026 Patten 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%
1/21/2026 Palumbo Wealth Management LLC19,949$1.36M0.3%N/A0.077%
1/20/2026 Ascent Group LLC3,017$206K0.0%N/A0.012%
The world’s least risky AI stock? (Ad)

Whitney Tilson, senior editor at Stansberry Research, has identified a company he calls the world's safest AI stock, one most investors have never heard of. The firm sits at the intersection of AI, energy, and defense, and one of America's most famous investors reportedly put roughly half his fund into it. In recent years it has returned more than Apple, Amazon, and the S&P 500 combined. Tilson has released a free presentation naming the company and its ticker symbol, no payment or email required.tc pixel

Watch the free presentation to get the ticker symbol now
1/16/2026 Cassia 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%
1/13/2026 Kathmere 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 3,708,379 shares in the last 24 months. This purchase volume represents approximately $251.16M in transactions.

Of the 47 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), Vise Technologies Inc. ($57.79K), Vident Advisory LLC ($27.09K), Royal Bank of Canada ($11.21K), Blue Trust Inc. ($9.15K), and First Heartland Consultants Inc. ($9.06K).

Institutional investors have sold a total of 806,362 shares in the last 24 months. This volume of shares sold represents approximately $54.87M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:JMOM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
American retirees will miss THIS. Big Banks just moved in.
Central banks spent nearly $130 billion on physical gold last year, on top of $145 billion the year before. Q1...
Cedar Gold Group | Sponsoredtc pixel
The options guide that actually starts at the beginning
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone. And it's ...
Decentralized Masters | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel