JMOM
JPMorgan U.S. Momentum Factor ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.1% ·
aandelenstroom -21.5% ·
netto nieuwe posities -3.2%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 9.12M | -25.5% | $628.22M | 1.4% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 757.73K | +31.1% | $49.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 414.32K | +11.2% | $28.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cwm, Llc | 191.10K | +51.9% | $12.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Corient Private Wealth LP | 117.08K | -50.4% | $7.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 56.58K | +7.3% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 41.98K | +4.8% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 39.55K | +104.4% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 36.53K | -37.0% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 34.63K | -24.4% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 31.93K | +18.7% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 26.43K | +32.8% | $1.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Wealthfront Advisers LLC | 21.10K | +17.8% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 18.78K | -20.9% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 16.66K | -13.2% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 15.21K | +10.3% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 13.92K | -2.5% | $945,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 7.73K | -5.4% | $525,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 7.36K | Nieuw | $499,687 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 7.28K | Nieuw | $494,661 | 0.0% | New | 1 | SEC ↗ |
| 21 | Marshall Wace ✦ | 6.13K | Nieuw | $416,281 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Morgan Stanley ✦ | 5.77K | -76.4% | $391,763 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Creative Planning | 5.65K | +0.5% | $384,024 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 4.78K | +44.0% | $324,490 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Mariner, LLC | 4.54K | -24.1% | $308,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 3.03K | Nieuw | $205,866 | 0.0% | New | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 3.00K | -0.7% | $203,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 1.93K | +139.8% | $131,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 1.45K | 0.0% | $98,484 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 276 | -83.4% | $18,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 127 | 0.0% | $8,626 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Jane Street Group, Llc | $499,687 | 0.0% |
| Cerity Partners LLC | $494,661 | 0.0% |
| Marshall Wace | $416,281 | 0.0% |
| Goldman Sachs Group | $205,866 | 0.0% |
Verlaten
| Two Sigma Investments | $4.12M | was 0.0% |
| Citadel Advisors | $212,492 | was 0.0% |
| BlackRock | $123,829 | was 0.0% |
| Rockefeller Capital… | $9,086 | was 0.0% |
| Jones Financial Companies Lllp | $7,224 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 140 houders, 19.72M aandelen, $1.34B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.