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JMOM · JPMorgan U.S. Momentum Factor ETF ETF

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$83.14 +0.39 (+0.47%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $13,443,797
Total Shares: 157,311

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
69.5%
Dec 2022 → Jun 2026 · range 17.4% – 100.0%
−30.5 pts
Top 5
100.0%
Dec 2022 → Jun 2026 · range 56.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 73.3% – 100.0%
0.0 pts
HHI
5,650
Dec 2022 → Jun 2026 · range 855 – 10,000
Highly concentrated−4,350

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +2
Institutional value: +6396.1%
Shares held: +5062.8%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 109,331 $9,343,427
Strategic Financial Services, Inc. 44,933 $3,839,974

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 2 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC JMOM $9,343,427 69.50% 109,331
Strategic Financial Services, Inc. JMOM $3,839,974 28.56% 44,933
MLG Wealth Management DBA Pine Grove Financial Group JMOM $260,396 1.94% 3,047