JPMorgan U.S. Momentum Factor

JMOM • ARCA

JPMorgan U.S. Momentum Factor is an exchange-traded fund on ARCA. As of Q3 2025, 116 institutional investors hold shares in this ETF, with total holdings valued at $1.5B. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest holder with a position valued at $804.5M.

Overview

Overview of institutional ownership in JMOM as of Q3 2025

All Institutions

Institutions: 116
Value Held: $1.5B
Shares Held: 21.4M
Avg Position: $12.5M
Median Position: $653.3K

Hedge Funds

Hedge Funds: 4
Value Held: $2.2M
Shares Held: 33.1K
Avg Position: $562.1K
Median Position: $468.7K

Biggest Investors

Institutions with the largest positions in JMOM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$804.5M 1.23% of portfolio	11.9M shares	Q4 2022 Held for 3 years	$65.5B
R Ronald Blue Trust, Inc. Institution	-	$291.2M 3.27% of portfolio	4.3M shares	Q1 2024 Held for 1y 9m	$8.9B
Equitable Holdings, Inc. Institution	Robin M. Raju CEO	$67.7M 0.50% of portfolio	996.6K shares	Q3 2023 Held for 2y 3m	$13.6B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$36.0M 0.00% of portfolio	530.6K shares	Q1 2023 Held for 2y 9m	$1.56T
Shore Point Advisors, LLC RIA/Wealth	Jason C Lamb CEO	$33.7M 14.95% of portfolio	496.8K shares	Q4 2022 Held for 3 years	$225.7M
Klaas Financial Asset Advisors, LLC RIA/Wealth	Craig Jared Klaas CEO	$29.5M 4.43% of portfolio	434.6K shares	Q2 2024 Held for 1y 6m	$666.5M
L LPL Financial LLC Institution	-	$24.9M 0.01% of portfolio	367.2K shares	Q4 2022 Held for 3 years	$340.07B
ARQ WEALTH ADVISORS, LLC RIA/Wealth	Gregory Courtland Yocum Managing Partner	$11.1M 3.31% of portfolio	163.4K shares	Q1 2024 Held for 1y 9m	$335.7M
Vident Advisory, LLC ETF Provider	Vince Leonard Birley CEO	$11.0M 0.11% of portfolio	162.3K shares	Q3 2025 Held for 3 months	$10.2B
N Nova R Wealth, Inc. RIA/Wealth	Timothy Ray Rodgers Managing Partner	$10.2M 4.33% of portfolio	150.5K shares	Q2 2023 Held for 2y 6m	$235.9M

Net Capital Flow

Institutional buying and selling activity for JMOM in Q3 2025

Traded: +$3.6M
Buyers: 58
Sellers: 57
Total Bought: +$59.1M
Total Sold: −$55.4M
Avg Position: $11.2M

Biggest Buyers

Institution	Net Bought	Current Position
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	+$20.4M +301.8K shares	$804.5M 11.9M shares
Vident Advisory, LLC ETF Provider	+$11.0M +-2.1K shares	$11.0M 162.3K shares
Equitable Holdings, Inc. Institution	+$5.0M +73.7K shares	$67.7M 996.6K shares
Kingsview Wealth Management, LLC RIA/Wealth	+$4.1M +60.6K shares	$4.1M 60.6K shares
E Elevation Capital Advisory, LLC RIA/Wealth	+$2.5M +37.0K shares	$2.5M 37.0K shares
A ATRIA INVESTMENTS LLC Institution	+$2.2M +32.1K shares	$2.2M 32.1K shares
Miracle Mile Advisors, LLC RIA/Wealth	+$1.6M +24.1K shares	$1.6M 24.1K shares
CFS Investment Advisory Services, LLC RIA/Wealth	+$1.4M +-128.0 shares	$1.4M 20.1K shares
BANK OF AMERICA CORP /DE/ Institution	+$1.3M +18.7K shares	$3.2M 47.1K shares
Integrated Wealth Concepts LLC RIA/Wealth	+$1.1M +-177.7K shares	$1.1M 16.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
L LPL Financial LLC Institution	−$16.3M −239.7K shares	$24.9M 367.2K shares
JPMORGAN CHASE & CO Institution	−$14.3M −210.0K shares	$36.0M 530.6K shares
C Cornerstone Wealth Management, LLC RIA/Wealth	−$9.5M −147.9K shares	Sold Off 0 shares
S Systelligence, LLC Institution	−$6.1M −89.2K shares	$4.1M 59.9K shares
Palumbo Wealth Management LLC RIA/Wealth	−$982.3K −15.3K shares	Sold Off 0 shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$797.2K −12.4K shares	Sold Off 0 shares
Atomi Financial Group, Inc. RIA/Wealth	−$752.1K −11.7K shares	Sold Off 0 shares
Duncan Williams Asset Management, LLC RIA/Wealth	−$648.0K −10.1K shares	Sold Off 0 shares
R Ronald Blue Trust, Inc. Institution	−$621.3K −9.2K shares	$291.2M 4.3M shares
ARQ WEALTH ADVISORS, LLC RIA/Wealth	−$581.0K −8.6K shares	$11.1M 163.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JMOM in Q3 2025

New Positions: 19
New Value: $26.0M
Exited Positions: 14
Exited Value: $14.9M

New Positions

Institution	Position Value
Vident Advisory, LLC ETF Provider	$11.0M 162.3K shares
Kingsview Wealth Management, LLC RIA/Wealth	$4.1M 60.6K shares
E Elevation Capital Advisory, LLC RIA/Wealth	$2.5M 37.0K shares
A ATRIA INVESTMENTS LLC Institution	$2.2M 32.1K shares
Miracle Mile Advisors, LLC RIA/Wealth	$1.6M 24.1K shares
CFS Investment Advisory Services, LLC RIA/Wealth	$1.4M 20.1K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$1.0M 15.5K shares
A Advisory Services Network, LLC RIA/Wealth	$992.1K 14.6K shares
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth	$310.8K 4.6K shares
HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy	$261.5K 3.8K shares

Exited Positions

Institution	Previous Position
C Cornerstone Wealth Management, LLC RIA/Wealth	$9.5M 147.9K shares
Palumbo Wealth Management LLC RIA/Wealth	$982.3K 15.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$797.2K 12.4K shares
Atomi Financial Group, Inc. RIA/Wealth	$752.1K 11.7K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$648.0K 10.1K shares
Fort Point Capital Partners, LLC Fund of Funds	$542.9K 8.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$450.6K 7.0K shares
A AMERIFLEX GROUP, INC. Institution	$387.7K 6.1K shares
G GREENLEAF TRUST Institution	$319.5K 5.0K shares
D Dynamic Advisors Solutions LLC Institution	$236.3K 3.7K shares

Options Activity

Institutions with the largest Call and Put options positions in JMOM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JMOM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Shore Point Advisors, LLC RIA/Wealth	Jason C Lamb CEO	14.95% $33.7M	496.8K shares	Q4 2022 Held for 3 years	$225.7M
Cassia Capital Partners, LLC RIA/Wealth	James R Helvey CIO	4.96% $9.1M	133.8K shares	Q3 2023 Held for 2y 3m	$183.1M
Klaas Financial Asset Advisors, LLC RIA/Wealth	Craig Jared Klaas CEO	4.43% $29.5M	434.6K shares	Q2 2024 Held for 1y 6m	$666.5M
N Nova R Wealth, Inc. RIA/Wealth	Timothy Ray Rodgers Managing Partner	4.33% $10.2M	150.5K shares	Q2 2023 Held for 2y 6m	$235.9M
ARQ WEALTH ADVISORS, LLC RIA/Wealth	Gregory Courtland Yocum Managing Partner	3.31% $11.1M	163.4K shares	Q1 2024 Held for 1y 9m	$335.7M
R Ronald Blue Trust, Inc. Institution	-	3.27% $291.2M	4.3M shares	Q1 2024 Held for 1y 9m	$8.9B
M MAGNOLIA CAPITAL ADVISORS LLC Institution	-	2.23% $8.5M	125.5K shares	Q4 2023 Held for 2 years	$381.9M
Delos Wealth Advisors, LLC RIA/Wealth	Cody Lee Lummus CEO	2.04% $3.0M	44.6K shares	Q4 2022 Held for 3 years	$148.1M
5T Wealth, LLC RIA/Wealth	Paul James Krsek CEO	1.97% $4.5M	66.5K shares	Q4 2024 Held for 1 year	$229.4M
W West Wealth Group, LLC RIA/Wealth	Michael Ray Clark Managing Partner	1.56% $6.7M	98.4K shares	Q4 2024 Held for 1 year	$426.5M

Hedge Fund Spotlight

Discover hedge funds investing in JMOM

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.10B
Positions: 5,533
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan U.S. Momentum Factor

Market Value: $299.6K
Shares Held: 4.4K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%