Who owns JMOM?
JPMorgan U.S. Momentum Factor ETF · JPMorgan
160 institutions reported holding JMOM, worth $1.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JMOM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $809.0M | 9,685,375 | +561,020 shares |
| Blue Trust, Inc. | Brentwood, TN | $411.2M | 4,811,325 | +43,879 shares |
| Equitable Holdings, Inc. | New York, NY | $121.5M | 1,421,610 | +159,690 shares |
| LPL Financial LLC | Fort Mill, SC | $71.7M | 838,538 | +424,222 shares |
| JPMorgan Chase & Co | New York, NY | $65.0M | 770,814 | +13,087 shares |
| Shore Point Advisors, LLC | Brielle, NJ | $44.0M | 701,536 | +44,423 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $33.0M | 386,525 | +348,797 shares |
| Nova R Wealth, Inc. | Overland Park, KS | $21.3M | 249,662 | +6,673 shares |
| Magnolia Capital Advisors LLC | Ridgeland, MS | $20.2M | 236,029 | −2,919 shares |
| ARQ Wealth Advisors, LLC | Scottsdale, AZ | $17.0M | 206,445 | +17,581 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JMOM?
160 institutional managers reported holding JMOM in Form 13F filings for June 30, 2026, worth $1.9B in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $809.0M.
Did institutions buy or sell JMOM last quarter?
Reported 13F value rose 35.2% from March 31, 2026, which includes price moves as well as buying and selling. 30 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JMOM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.