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

JPMorgan U.S. Momentum Factor ETF logo
$82.74 +0.93 (+1.13%)
As of 02:28 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)
86
Total
Institutional Inflows
(last 12 months)
$237.00M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$54.47M
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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
8/27/2026 Corient Private Wealth LP109,331$9.34M0.0%-6.6%0.353%
8/24/2026 Strategic Financial Services Inc.44,933$3.84M0.2%-7.5%0.145%
8/23/2026 Ameritas Advisory Services LLC4,409$377K0.0%N/A0.014%
8/22/2026 Kickstand Ventures LLC.9,996$854K0.2%-6.1%0.032%
8/22/2026 Concurrent Investment Advisors LLC5,744$491K0.0%+33.0%0.019%
8/21/2026 Triumph Capital Management10,784$922K0.2%+111.5%0.035%
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%
5/19/2026 Bank of America Corp DE56,584$3.84M0.0%+7.3%0.198%
5/18/2026 Royal Bank of Canada34,631$2.35M0.0%-24.5%0.121%
5/16/2026 Quantinno 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%
5/5/2026 Sanctuary 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%
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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%
2/17/2026 AQR 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%
2/17/2026 Equitable Holdings Inc.1,109,250$75.60M0.5%+11.3%4.041%
2/17/2026 Osaic Holdings Inc.13,794$940K0.0%-5.8%0.050%
2/17/2026 Advisory Services Network LLC14,213$969K0.0%-2.7%0.052%
2/17/2026 Royal Bank of Canada45,841$3.12M0.0%+29.6%0.167%
2/16/2026 Mariner 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%
2/13/2026 Magnolia Capital Advisors LLC132,981$9.06M1.9%+5.9%0.484%
2/12/2026 Federation des caisses Desjardins du Quebec570$39K0.0%N/A0.002%
2/12/2026 Orion 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%
2/10/2026 IFG Advisory LLC21,573$1.47M0.1%+2.2%0.079%
2/10/2026 Thoroughbred Financial Services LLC2,940$200K0.0%N/A0.011%
2/9/2026 Kingsview Wealth Management LLC64,725$4.41M0.1%+6.8%0.236%
2/9/2026 Strategic 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%
1/29/2026 Sanctuary 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%
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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%
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%


JMOM Institutional Ownership - Frequently Asked Questions

During the previous two years, 148 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 3,484,347 shares in the last 24 months. This purchase volume represents approximately $237.00M in transactions.

Of the 48 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), Royal Bank of Canada ($11.21K), Blue Trust Inc. ($9.15K), First Heartland Consultants Inc. ($9.06K), and Able Wealth Management LLC ($8.84K).

Institutional investors have sold a total of 796,310 shares in the last 24 months. This volume of shares sold represents approximately $54.47M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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