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JPMorgan US Momentum Factor ETF (JMOM) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$459.26M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$10.75M
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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
4/22/2024 Cassia Capital Partners LLC141,828$7.47M5.0%+36.0%0.847%
4/19/2024Cornerstone Wealth Management LLC136,644$7.20M0.6%+4.3%0.816%
4/18/2024Woodmont Investment Counsel LLC1,686$89K0.0%N/A0.010%
4/18/2024RHS Financial LLC3,931$207K0.1%-53.7%0.023%
4/16/2024Wealth Enhancement Advisory Services LLC8,096,156$426.51M1.1%+1,766.0%48.335%
4/15/2024Sunbelt 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%
2/8/2024Strategic Financial Services Inc 33,533$1.53M0.1%-1.1%0.500%
2/7/2024Shore Point Advisors LLC493,254$22.54M14.0%+95.9%7.362%
2/7/2024Delos Wealth Advisors LLC21,871$1M1.4%-4.9%0.326%
2/6/2024Private Advisor Group LLC8,563$391K0.0%-10.0%0.128%
2/6/2024Gallacher Capital Management LLC19,250$880K0.5%-4.2%0.287%
2/6/2024Westover Capital Advisors LLC5,218$239K0.1%N/A0.078%
2/6/2024Great Valley Advisor Group Inc.51,201$2.34M0.1%+78.1%0.764%
2/5/2024Savant Capital LLC111,239$5.09M0.1%+14.1%1.660%
2/2/2024Magnolia 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%
1/29/2024Signature Estate & Investment Advisors LLC84,321$3.86M0.1%+3.1%1.259%
1/24/2024Arlington Trust Co LLC1,630$75K0.0%N/A0.024%
1/23/2024Householder Group Estate & Retirement Specialist LLC1,103$50K0.0%+160.8%0.016%
1/22/2024Palumbo 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%
1/19/2024Quent Capital LLC3,174$145K0.0%N/A0.047%
1/18/2024Blue Trust Inc.2,775,425$126.87M1.9%-0.8%41.424%
1/17/2024IFG 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%
1/10/2024Cornerstone Wealth Management LLC131,023$5.99M0.5%N/A1.956%
1/9/2024 Daymark Wealth Partners LLC13,356$611K0.0%N/A0.199%
11/16/2023Delos Wealth Advisors LLC23,007$987K1.2%-1.0%0.343%
11/13/2023Gallacher Capital Management LLC20,097$825K0.5%-1.4%0.300%
11/13/2023LPL Financial LLC192,508$7.90M0.0%+173.3%2.873%
11/8/2023HighTower Advisors LLC51,314$2.11M0.0%+884.5%0.766%
11/7/2023Great Valley Advisor Group Inc.28,748$1.18M0.0%+278.2%0.429%
11/3/2023Private Advisor Group LLC9,511$390K0.0%N/A0.142%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors41,990$1.72M0.2%+2.9%0.627%
11/1/2023Wealthfront Advisers LLC9,374$385K0.0%+41.7%0.140%
10/26/2023Signature Estate & Investment Advisors LLC81,807$3.36M0.1%-3.0%1.221%
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10/24/2023 Raymond James & Associates9,825$403K0.0%+31.9%0.147%
10/24/2023RHS 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%
10/16/2023Shore 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%
10/11/2023Ronald Blue Trust Inc.2,798,527$118.57M1.8%+0.0%41.769%
8/10/2023Cetera Advisor Networks LLC37,398$1.59M0.0%+2.0%0.558%
8/10/2023Strategic Financial Services Inc34,078$1.45M0.1%+3.3%0.509%
8/9/2023Flow Traders U.S. LLC22,805$966K0.0%N/A0.340%
8/4/2023Savant Capital LLC97,699$4.14M0.1%+25.2%1.458%
7/31/2023LPL 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%
7/21/2023Wealth Enhancement Advisory Services LLC159,967$6.78M0.1%-19.0%2.644%
7/21/2023RHS Financial LLC7,768$329K0.2%N/A0.128%
7/21/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors40,813$1.73M0.2%+7.5%0.675%
7/20/2023Signature Estate & Investment Advisors LLC84,363$3.58M0.1%-3.4%1.394%
7/14/2023Ronald Blue Trust Inc.2,797,622$111.01M1.8%-3.2%46.242%
7/14/2023Shore 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%
5/12/2023Gallacher Capital Management LLC20,022$794K0.5%-6.4%0.328%
5/12/2023Strategic Financial Services Inc32,981$1.31M0.1%+73.8%0.541%
5/5/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors37,957$1.51M0.2%+94.0%0.622%
5/4/2023Intrust Bank NA66,245$2.63M0.3%+2.5%1.086%
5/3/2023Signature Estate & Investment Advisors LLC87,377$3.47M0.1%+9.8%1.432%
5/3/2023Savant Capital LLC78,022$3.10M0.1%+245.5%1.279%
4/28/2023Ameritas Advisory Services LLC822$33K0.0%N/A0.013%
4/25/2023Wealth 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%
4/17/2023Shore Point Advisors LLC233,799$9.28M7.0%+4.2%3.833%
4/17/2023Ronald Blue Trust Inc.2,891,188$108.97M1.8%+0.4%47.397%
4/17/2023Ayalon 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%
4/7/2023KWB Wealth26,249$989K0.2%+3.8%0.434%
2/14/2023Delos Wealth Advisors LLC22,264$839K1.3%+2.0%0.368%
2/13/2023Savant Capital LLC22,585$851K0.0%N/A0.373%
2/10/2023Intrust Bank NA64,655$2.44M0.3%-4.3%1.069%
2/10/2023KWB Wealth25,285$953K0.2%N/A0.418%
2/8/2023Prospera Financial Services Inc9,178$346K0.0%-27.9%0.152%
2/7/2023LPL Financial LLC21,837$823K0.0%-34.8%0.361%
2/7/2023Envestnet Asset Management Inc.51,245$1.93M0.0%+553.6%0.847%
2/7/2023Savant Capital LLC22,585$851K0.0%N/A0.373%
2/1/2023Wealth Enhancement Advisory Services LLC214,248$8.35M0.1%-9.2%3.541%
2/1/2023Janney Montgomery Scott LLC7,796$294K0.0%+6.1%0.129%
1/24/2023Kathmere Capital Management LLC87,686$3.31M0.6%-0.8%1.449%
1/19/2023Shore Point Advisors LLC224,437$8.46M7.0%+16.3%3.741%
1/17/2023Ronald Blue Trust Inc.2,878,729$101.27M1.8%0.0%47.979%
1/17/2023Gallacher Capital Management LLC21,382$806K0.5%N/A0.356%
1/11/2023Signature Estate & Investment Advisors LLC79,546$3.00M0.1%-12.2%1.326%
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1/9/2023Ayalon Insurance Comp Ltd.26,790$1.01M0.5%+2.4%0.447%
11/15/2022Delos Wealth Advisors LLC21,818$768K0.9%N/A0.367%
11/9/2022Intrust Bank NA67,581$2.38M0.4%+8.2%1.136%
11/4/2022Prudential Financial Inc.7,402$263K0.0%N/A0.124%
11/1/2022Shore Point Advisors LLC193,003$6.79M6.6%+7.9%3.271%
10/27/2022Coastal Investment Advisors Inc.850$30K0.0%N/A0.015%
10/27/2022Prospera Financial Services Inc12,724$448K0.0%-2.7%0.219%
10/25/2022Janney Montgomery Scott LLC7,350$259K0.0%N/A0.127%
10/25/2022 Raymond James & Associates5,982$210K0.0%-9.3%0.103%
10/25/2022 Raymond James Financial Services Advisors Inc.53,035$1.87M0.0%-22.4%0.914%
(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, 51 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. ($126.87M), 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 48 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), Nova R Wealth Inc. ($144.91K), Cassia Capital Partners LLC ($141.83K), LPL Financial LLC ($138.97K), and Cornerstone Wealth Management LLC ($136.64K).

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

Institutional investors have bought a total of 12,853,578 shares in the last 24 months. This purchase volume represents approximately $602.63M in transactions.

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

Of the 19 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), Newfound Research LLC ($67.02K), Raymond James Financial Services Advisors Inc. ($61.24K), Blue Trust Inc. ($23.10K), Kathmere Capital Management LLC ($21.72K), and Ayalon Insurance Comp Ltd. ($21.28K).

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

Institutional investors have sold a total of 551,350 shares in the last 24 months. This volume of shares sold represents approximately $21.99M in transactions.


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This page (NYSEARCA:JMOM) was last updated on 4/24/2024 by MarketBeat.com Staff

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