JMOM
JPMorgan U.S. Momentum Factor ETF · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +9.3% · net new positions -3.4% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 9.69M | +6.2% | $809.02M | 1.4% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 838.54K | +102.4% | $71.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 770.81K | +1.7% | $65.04M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 4 | Corient Private Wealth LP | 109.33K | -6.6% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 53.52K | -5.4% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 41.53K | -1.1% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 37.77K | +9.1% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 32.94K | +3.2% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 30.30K | +14.6% | $2.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Quantinno Capital Management LP | 29.29K | +75.8% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 25.09K | +80.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealthfront Advisers LLC | 24.99K | +18.4% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 22.45K | +19.5% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 20.82K | -47.4% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 14.08K | -7.5% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 7.86K | +6.8% | $671,716 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 7.73K | 0.0% | $660,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cerity Partners LLC | 7.28K | 0.0% | $622,405 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Creative Planning | 5.88K | +4.0% | $502,596 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Morgan Stanley ✦ | 5.15K | -10.6% | $440,477 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 21 | Mariner, LLC | 4.52K | -0.4% | $386,004 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 4.36K | -8.7% | $372,874 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 3.32K | New | $283,451 | 0.0% | New | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 2.46K | -18.1% | $209,975 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 2.43K | +779.0% | $207,306 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | National Bank Of Canada /Fi/ | 1.45K | 0.0% | $123,844 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 1.12K | -41.7% | $96,143 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS Group AG | 369 | New | $31,535 | 0.0% | New | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 248 | +95.3% | $21,194 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $283,451 | 0.0% |
| UBS Group AG | $31,535 | 0.0% |
Exited
| HighTower Advisors, LLC | $2.48M | was 0.0% |
| Marshall Wace | $416,281 | was 0.0% |
| Goldman Sachs Group | $205,866 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 140 holders, 19.72M shares, $1.34B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.