Security record · archived quarter
JMOM
JPMorgan U.S. Momentum Factor ETF · Financial Services · Asset Management
32Tracked holders
+1Δ holders
14.03MShares held
$981.97MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +3.2% ·
share flow -2.8% ·
net new positions +3.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | 0 | 11.83M | $991.07M | +2 | −2 |
| Q1 2026 | 31 | -1 | 11.02M | $755.09M | +4 | −5 |
| Q4 2025 | 32 | +1 | 14.03M | $981.97M | +1 | — |
| Q3 2025 | 6 | 0 | 1.09M | $73.94M | +1 | −1 |
| Q2 2025 | 4 | +2 | 25.06K | $1.61M | +2 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 12.25M | — | $860.36M | 1.2% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 577.98K | -45.5% | $39.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 577.98K | -45.5% | $39.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 577.98K | -45.5% | $39.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 372.67K | — | $25.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Corient Private Wealth LP | 236.15K | — | $16.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 236.15K | — | $16.09M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Corient Private Wealth LP | 236.15K | — | $16.09M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 125.80K | — | $8.57M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 60.40K | New | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 58.02K | — | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 52.71K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 52.71K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 45.84K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 45.84K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 40.08K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 26.90K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 26.90K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 24.40K | +241.4% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 24.40K | +241.4% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 24.40K | +241.4% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 24.40K | +241.4% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 23.75K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 19.90K | +111.9% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 19.35K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 19.19K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 17.92K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 14.27K | — | $972,750 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 13.79K | — | $940,224 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 13.79K | — | $940,224 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 8.18K | — | $557,221 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mariner, LLC | 5.97K | — | $407,162 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 5.62K | — | $383,348 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 3.32K | -21.3% | $226,117 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 3.12K | -29.3% | $212,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 3.02K | — | $206,086 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (passive) | 1.82K | -28.7% | $123,829 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 1.66K | — | $113,422 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1.66K | — | $113,422 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 1.45K | — | $98,803 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 805 | — | $54,861 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 133 | — | $9,086 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 127 | — | $8,655 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 106 | — | $7,224 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $4.12M | 0.0% |
Exited
| No tracked exits this quarter. |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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