JMOM Institutional Ownership
JPMorgan U.S. Momentum Factor ETF
1W: +1.1%
1M: +4.0%
3M: +1.2%
YTD: +23.7%
1Y: +25.2%
3Y: +111.6%
5Y: +93.9%
$85.04
+0.95 (+1.13%)
Weekly Expected Move ±1.9%
$82
$83
$85
$87
$88
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — JMOM
170
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
29
New Positions
53
Increased
67
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (184 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 9,685,375 | $824M | +561,020 | +6.1% | 19Q | SEC ↗ |
| 2 | Blue Trust, Inc. | 4,811,325 | $409M | +43,879 | +0.9% | 17Q | SEC ↗ |
| 3 | Equitable Holdings, Inc. | 1,421,610 | $121M | +159,690 | +12.7% | 12Q | SEC ↗ |
| 4 | LPL Financial LLC | 838,538 | $71M | +424,222 | +102.4% | 22Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 770,814 | $66M | +13,087 | +1.7% | 35Q | SEC ↗ |
| 6 | Shore Point Advisors, LLC | 701,536 | $60M | +44,423 | +6.8% | 17Q | SEC ↗ |
| 7 | EP Wealth Advisors, LLC | 386,525 | $33M | +348,797 | +924.5% | 2Q | SEC ↗ |
| 8 | Nova R Wealth, Inc. | 249,662 | $21M | +6,673 | +2.7% | 13Q | SEC ↗ |
| 9 | MAGNOLIA CAPITAL ADVISORS LLC | 236,029 | $20M | -2,919 | -1.2% | 7Q | SEC ↗ |
| 10 | ARQ WEALTH ADVISORS, LLC | 206,445 | $18M | +17,581 | +9.3% | 10Q | SEC ↗ |
| 11 | CWM, LLC | 191,103 | $16M | +65,304 | +51.9% | 5Q | SEC ↗ |
| 12 | CABOT WEALTH MANAGEMENT INC NEW | 172,574 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Vident Advisory, LLC | 172,407 | $15M | +3,810 | +2.3% | 12Q | SEC ↗ |
| 14 | West Wealth Group, LLC | 141,345 | $12M | -39,027 | -21.6% | 7Q | SEC ↗ |
| 15 | Cassia Capital Partners, LLC | 137,154 | $12M | -4,322 | -3.1% | 12Q | SEC ↗ |
| 16 | Corient Private Wealth LP | 109,331 | $9M | -7,750 | -6.6% | 6Q | SEC ↗ |
| 17 | Vise Technologies, Inc. | 89,189 | $8M | +35,831 | +67.2% | 5Q | SEC ↗ |
| 18 | Savant Capital, LLC | 79,317 | $7M | -569 | -0.7% | 15Q | SEC ↗ |
| 19 | 5T Wealth, LLC | 76,463 | $7M | -64 | -0.1% | 7Q | SEC ↗ |
| 20 | Wealth Enhancement Trust Services, Inc | 72,702 | $6M | +27,610 | +61.2% | 3Q | SEC ↗ |
| 21 | Kingsview Wealth Management, LLC | 67,756 | $6M | +2,276 | +3.5% | 4Q | SEC ↗ |
| 22 | Orion Porfolio Solutions, LLC | 65,000 | $6M | -24,381 | -27.3% | 9Q | SEC ↗ |
| 23 | Kathmere Capital Management, LLC | 57,709 | $5M | -2,539 | -4.2% | 21Q | SEC ↗ |
| 24 | Fifth Third Securities, Inc. | 57,242 | $5M | -4,361 | -7.1% | 10Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 53,517 | $5M | -3,067 | -5.4% | 15Q | SEC ↗ |
| 26 | KELLY FINANCIAL GROUP LLC | 53,016 | $5M | -926 | -1.7% | 7Q | SEC ↗ |
| 27 | SILVER OAK SECURITIES, INCORPORATED | 52,230 | $4M | +29,469 | +129.5% | 2Q | SEC ↗ |
| 28 | Delos Wealth Advisors, LLC | 49,831 | $4M | +919 | +1.9% | 16Q | SEC ↗ |
| 29 | 3Chopt Investment Partners, LLC | 48,059 | $4M | — | +0.0% | 6Q | SEC ↗ |
| 30 | Skyline Advisors, Inc. | 46,516 | $4M | +3,098 | +7.1% | 2Q | SEC ↗ |
| 31 | Strategic Financial Services, Inc. | 44,933 | $4M | -3,654 | -7.5% | 18Q | SEC ↗ |
| 32 | Fifth Third Wealth Advisors LLC NEW | 44,206 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 33 | INTRUST BANK NA | 44,002 | $4M | -1,823 | -4.0% | 25Q | SEC ↗ |
| 34 | Cetera Investment Advisers | 41,528 | $4M | -452 | -1.1% | 10Q | SEC ↗ |
| 35 | Centennial Bank/AR | 38,890 | $3M | +315 | +0.8% | 7Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 37,766 | $3M | +3,135 | +9.1% | 25Q | SEC ↗ |
| 37 | Klaas Financial Asset Advisors, LLC | 35,647 | $3M | -3,123 | -8.1% | 9Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 34,257 | $3M | -2,272 | -6.2% | 13Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 32,942 | $3M | +1,010 | +3.2% | 7Q | SEC ↗ |
| 40 | NorthCrest Asset Manangement, LLC | 32,236 | $3M | +592 | +1.9% | 7Q | SEC ↗ |
| 41 | AQR CAPITAL MANAGEMENT LLC | 30,299 | $3M | +3,865 | +14.6% | 5Q | SEC ↗ |
| 42 | Quantinno Capital Management LP | 29,288 | $2M | +12,629 | +75.8% | 4Q | SEC ↗ |
| 43 | Belpointe Asset Management LLC | 26,836 | $2M | +4,546 | +20.4% | 6Q | SEC ↗ |
| 44 | CFS Investment Advisory Services, LLC | 26,761 | $2M | -3,144 | -10.5% | 6Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 25,090 | $2M | +11,173 | +80.3% | 11Q | SEC ↗ |
| 46 | Wealthfront Advisers LLC | 24,992 | $2M | +3,889 | +18.4% | 13Q | SEC ↗ |
| 47 | Hershey Financial Advisers, LLC | 23,514 | $2M | -8,442 | -26.4% | 2Q | SEC ↗ |
| 48 | Professional Financial Advisors, LLC | 23,303 | $2M | -1,229 | -5.0% | 10Q | SEC ↗ |
| 49 | ENVESTNET ASSET MANAGEMENT INC | 22,445 | $2M | +3,665 | +19.5% | 16Q | SEC ↗ |
| 50 | Composition Wealth, LLC | 21,891 | $2M | -651 | -2.9% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 172,574 | $15M |
| Fifth Third Wealth Advisors LLC | 44,206 | $4M |
| Contango Wealth Management LLC | 19,967 | $2M |
| IFG Advisory, LLC | 18,951 | $2M |
| Elevation Capital Advisory, LLC | 9,802 | $834K |
| Stonebridge Financial Group, LLC/CA | 9,337 | $794K |
| Vestmark Advisory Solutions, Inc. | 4,864 | $414K |
| Ameritas Advisory Services, LLC | 4,409 | $375K |
| MML INVESTORS SERVICES, LLC | 3,317 | $282K |
| Stratos Wealth Partners, LTD. | 3,208 | $273K |
| Kestra Advisory Services, LLC | 3,103 | $264K |
| Summit Trail Advisors, LLC | 3,068 | $261K |
| FLOW TRADERS U.S. LLC | 2,980 | $253K |
| Vertex Planning Partners, LLC | 2,711 | $231K |
| Independent Wealth Network Inc. | 2,690 | $229K |
| Cresset Asset Management, LLC | 2,553 | $217K |
| Summit Financial, LLC | 2,502 | $213K |
| Savvy Advisors, Inc. | 2,472 | $210K |
| J.W. COLE ADVISORS, INC. | 2,407 | $205K |
| MONEYWISE, INC. | 2,373 | $202K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 60,400 | $5M |
| Atria Investments, Inc | 41,504 | $4M |
| WIN ADVISORS, INC | 35,103 | $3M |
| Pinnacle Financial Partners, Inc. | 9,777 | $831K |
| CENTAURUS FINANCIAL, INC. | 8,828 | $751K |
| MARSHALL WACE, LLP | 6,129 | $521K |
| Patriot Financial Group Insurance A | 5,194 | $442K |
| Bay Colony Advisory Group, Inc d/b/ | 3,550 | $302K |
| CITADEL ADVISORS LLC | 3,118 | $265K |
| GOLDMAN SACHS GROUP INC | 3,031 | $258K |
| BlackRock, Inc. | 1,817 | $155K |
| Root Financial Partners, LLC | 1,274 | $108K |
| Legacy Wealth Managment, LLC/ID | 669 | $57K |
| Ascentis Independent Advisors | 331 | $28K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 254 | $22K |
| MAI Capital Management | 210 | $18K |
| Rockefeller Capital Management L.P. | 133 | $11K |
| Bare Financial Services, Inc | 123 | $10K |
| JONES FINANCIAL COMPANIES LLLP | 106 | $9K |
| IFC & Insurance Marketing, Inc. | 101 | $9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | +561,020 | +6.1% | 9,685,375 |
| LPL Financial LLC | +424,222 | +102.4% | 838,538 |
| EP Wealth Advisors, LLC | +348,797 | +924.5% | 386,525 |
| Equitable Holdings, Inc. | +159,690 | +12.7% | 1,421,610 |
| CWM, LLC | +65,304 | +51.9% | 191,103 |
| Shore Point Advisors, LLC | +44,423 | +6.8% | 701,536 |
| Blue Trust, Inc. | +43,879 | +0.9% | 4,811,325 |
| Vise Technologies, Inc. | +35,831 | +67.2% | 89,189 |
| SILVER OAK SECURITIES, INCORPORATED | +29,469 | +129.5% | 52,230 |
| Wealth Enhancement Trust Services, | +27,610 | +61.2% | 72,702 |
| ARQ WEALTH ADVISORS, LLC | +17,581 | +9.3% | 206,445 |
| JPMORGAN CHASE & CO | +13,087 | +1.7% | 770,814 |
| Quantinno Capital Management LP | +12,629 | +75.8% | 29,288 |
| COMMONWEALTH EQUITY SERVICES, LLC | +11,173 | +80.3% | 25,090 |
| Nova R Wealth, Inc. | +6,673 | +2.7% | 249,662 |
| Triumph Capital Management | +5,686 | +111.5% | 10,784 |
| Farther Finance Advisors, LLC | +4,814 | +288.1% | 6,485 |
| Belpointe Asset Management LLC | +4,546 | +20.4% | 26,836 |
| Wealthfront Advisers LLC | +3,889 | +18.4% | 24,992 |
| AQR CAPITAL MANAGEMENT LLC | +3,865 | +14.6% | 30,299 |