JMOM
JPMorgan U.S. Momentum Factor ETF · Financial Services · Asset Management
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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 12.25M | n/a | $860.36M | 1.2% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 577.98K | -45.5% | $39.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 372.67K | n/a | $25.40M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 236.15K | n/a | $16.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Cwm, Llc | 125.80K | n/a | $8.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 60.40K | New | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 58.02K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 52.71K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 45.84K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 40.08K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 26.90K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Morgan Stanley ✦ | 24.40K | +241.4% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Envestnet Asset Management Inc | 23.75K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 19.90K | +111.9% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 19.35K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 19.19K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealthfront Advisers LLC | 17.92K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 14.27K | n/a | $972,750 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 13.79K | n/a | $940,224 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Northwestern Mutual Wealth… | 8.18K | n/a | $557,221 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 5.97K | n/a | $407,162 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 5.62K | n/a | $383,348 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 3.32K | -21.3% | $226,117 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 3.12K | -29.3% | $212,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 3.02K | n/a | $206,086 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 1.82K | -28.7% | $123,829 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1.66K | n/a | $113,422 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | National Bank Of Canada /Fi/ | 1.45K | n/a | $98,803 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 805 | n/a | $54,861 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 133 | n/a | $9,086 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 127 | n/a | $8,655 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 106 | n/a | $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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.