Effectdossier
JMOM
JPMorgan U.S. Momentum Factor ETF · Financial Services · Asset Management
30Gevolgde houders
0Δ houders
11.83MGehouden aandelen
$991.07MGerapporteerde waarde
+2Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +9.2% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | JPMorgan Chase ✦ | 770.81K | +1.7% | $65.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 770.81K | +1.7% | $65.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 770.81K | +1.7% | $65.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Corient Private Wealth LP | 109.33K | -6.6% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 53.52K | -5.4% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 53.52K | -5.4% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 41.53K | -1.1% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 37.77K | +9.1% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 37.77K | +9.1% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 34.26K | -6.2% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 32.94K | +3.2% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 32.94K | +3.2% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 30.30K | +14.6% | $2.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 29.29K | +75.8% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 25.09K | +80.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealthfront Advisers LLC | 24.99K | +18.4% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 22.45K | +19.5% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 20.82K | -47.4% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 14.08K | -7.5% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 14.08K | -7.5% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 7.86K | +6.8% | $671,716 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 7.73K | 0.0% | $660,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 7.28K | 0.0% | $622,405 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Creative Planning | 5.88K | +4.0% | $502,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Creative Planning | 5.88K | +4.0% | $502,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 5.15K | -10.6% | $440,477 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 5.15K | -10.6% | $440,477 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 5.15K | -10.6% | $440,477 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Mariner, LLC | 4.52K | -0.4% | $386,004 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.36K | -8.7% | $372,874 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 3.32K | Nieuw | $283,451 | 0.0% | New | 1 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 2.46K | -18.1% | $209,975 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 2.43K | +779.0% | $207,306 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 2.43K | +779.0% | $207,306 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 1.45K | 0.0% | $123,844 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.12K | -41.7% | $96,143 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS Group AG | 369 | Nieuw | $31,535 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 248 | +95.3% | $21,194 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mml Investors Services, Llc | $283,451 | 0.0% |
| UBS Group AG | $31,535 | 0.0% |
Verlaten
| Marshall Wace | $416,281 | was 0.0% |
| Goldman Sachs Group | $205,866 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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