Ficha del valor · trimestre archivado
JMOM
JPMorgan U.S. Momentum Factor ETF · Financial Services · Asset Management
31Tenedores rastreados
-1Δ titulares
11.02MAcciones mantenidas
$755.09MValor declarado
+4Nuevas posiciones
−5Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -3.1% ·
flujo de acciones -21.5% ·
nuevas posiciones netas -3.2%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 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 | JPMorgan Chase ✦ | 757.73K | +31.1% | $49.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 757.73K | +31.1% | $49.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 414.32K | +11.2% | $28.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cwm, Llc | 191.10K | +51.9% | $12.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Corient Private Wealth LP | 117.08K | -50.4% | $7.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 56.58K | +7.3% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 56.58K | +7.3% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 41.98K | +4.8% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 39.55K | +104.4% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 39.55K | +104.4% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 36.53K | -37.0% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 34.63K | -24.4% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 34.63K | -24.4% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 31.93K | +18.7% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 31.93K | +18.7% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 26.43K | +32.8% | $1.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Wealthfront Advisers LLC | 21.10K | +17.8% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 18.78K | -20.9% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 16.66K | -13.2% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 15.21K | +10.3% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 15.21K | +10.3% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 13.92K | -2.5% | $945,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 7.73K | -5.4% | $525,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 7.36K | Nuevo | $499,687 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 7.28K | Nuevo | $494,661 | 0.0% | New | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 6.13K | Nuevo | $416,281 | 0.0% | New | 1 | SEC ↗ |
| 29 | Marshall Wace ✦ | 6.13K | Nuevo | $416,281 | 0.0% | New | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 5.77K | -76.4% | $391,763 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 5.77K | -76.4% | $391,763 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 5.77K | -76.4% | $391,763 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Creative Planning | 5.65K | +0.5% | $384,024 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 4.78K | +44.0% | $324,490 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Mariner, LLC | 4.54K | -24.1% | $308,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 3.03K | Nuevo | $205,866 | 0.0% | New | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 3.00K | -0.7% | $203,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.93K | +139.8% | $131,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 1.45K | 0.0% | $98,484 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 276 | -83.4% | $18,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Assetmark, Inc | 127 | 0.0% | $8,626 | 0.0% | Held | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Jane Street Group, Llc | $499,687 | 0.0% |
| Cerity Partners LLC | $494,661 | 0.0% |
| Marshall Wace | $416,281 | 0.0% |
| Marshall Wace | $416,281 | 0.0% |
| Goldman Sachs Group | $205,866 | 0.0% |
Posición cerrada
| Two Sigma Investments | $4.12M | era 0.0% |
| Citadel Advisors | $212,492 | era 0.0% |
| BlackRock | $123,829 | era 0.0% |
| Rockefeller Capital… | $9,086 | era 0.0% |
| Jones Financial Companies Lllp | $7,224 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 140 tenedores, 19.72M acciones, $1.34B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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