JMOM

Jpmorgan US Momentum Factor

-$194.4M

Net Activity

Institutions Holding

140

Popularity Rank

#3713

Avg Weight

0.40%

Total Value

$1.4B

Ownership Trend

140 institutions currently hold JMOM, with 88 net buyers and 47 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

47

Net Buying Institutions

88

Key Holders

Key Holders

Top 5 by Value

WE
Wealth Enhancement Advisory Services, LLC
$628.2M
BT
Blue Trust, Inc.
$323.8M
EH
Equitable Holdings, Inc.
$86.0M
JC
Jpmorgan Chase & Co
$49.8M
SP
Shore Point Advisors, LLC
$34.6M

Top 5 by Conviction

SP
Shore Point Advisors, LLC
13.65%
NR
Nova R Wealth, Inc.
5.27%
CC
Cassia Capital Partners, LLC
4.94%
BT
Blue Trust, Inc.
3.71%
MC
Magnolia Capital Advisors LLC
3.19%
View all 140 holding institutions

Quarterly Activity

Recent Activity

+$705.7M

Total Buy Value

$950.8M

Total Sell Value

New buy25
Trim33
Add63
Sold out14

88

Net Buyers

47

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPMORGAN US MOMENTUM FACTOR (JMOM)?
Major stakeholders currently include Wealth Enhancement Advisory Services, LLC ($628.2M), Blue Trust, Inc. ($323.8M), Equitable Holdings, Inc. ($86.0M). Based on the latest 13F filings, there are a total of 140 tracked investment funds and institutions maintaining positions in JMOM.
What is the overall institutional sentiment toward JMOM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $194.4M, driven by 88 managers accumulating shares while 47 reduced their exposure.
Which institutions have been selling or reducing their JMOM positions?
In the latest period, 33 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $950.8M.
Are there any notable investors adding JMOM to their portfolios?
Yes, buying activity remains notable. 25 institutions opened new positions in {ticker}, and 63 existing holders added to their shares. The total reported buy value for the quarter amounted to $705.7M.

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