Who owns JPMorgan U.S. Momentum Factor ETF?
Institutional ownership of JMOM from SEC Form 13F filings across 106 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
106
13F holders
$1.54B
value, 2026 filers
57.8%
of shares outstanding (18.3M sh)
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of JMOM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.7M | $809.0M | 1.4% | 30.6% | +6.1% |
| 2 | Blue Trust, Inc. | 4.8M | $411.2M | 4.3% | 15.2% | +0.9% |
| 3 | LPL Financial LLC | 838,538 | $71.7M | 0.0% | 2.6% | +102.4% |
| 4 | JPMORGAN CHASE & CO | 770,814 | $65.0M | 0.0% | 2.4% | +1.7% |
| 5 | EP Wealth Advisors, LLC | 386,525 | $33.0M | 0.1% | 1.2% | +924.5% |
| 6 | MAGNOLIA CAPITAL ADVISORS LLC | 236,029 | $20.2M | 3.5% | 0.7% | -1.2% |
| 7 | Vident Advisory, LLC | 172,407 | $14.7M | 0.1% | 0.5% | +2.3% |
| 8 | West Wealth Group, LLC | 141,345 | $12.1M | 2.0% | 0.4% | -21.6% |
| 9 | Corient Private Wealth LP | 109,331 | $9.3M | 0.0% | 0.3% | -6.6% |
| 10 | Vise Technologies, Inc. | 89,189 | $7.6M | 0.1% | 0.3% | +67.2% |
| 11 | Savant Capital, LLC | 79,317 | $6.8M | 0.0% | 0.3% | -0.7% |
| 12 | Orion Porfolio Solutions, LLC | 65,000 | $5.6M | 0.0% | 0.2% | -27.3% |
| 13 | BANK OF AMERICA CORP /DE/ | 53,517 | $4.6M | 0.0% | 0.2% | -5.4% |
| 14 | SILVER OAK SECURITIES, INCORPORATED | 52,230 | $4.5M | 0.3% | 0.2% | +129.5% |
| 15 | Fifth Third Wealth Advisors LLCNEW | 44,206 | $3.8M | 0.1% | 0.1% | new |
| 16 | Cetera Investment Advisers | 41,528 | $3.5M | 0.0% | 0.1% | -1.1% |
| 17 | Centennial Bank/AR/ | 38,890 | $3.3M | 1.1% | 0.1% | +0.8% |
| 18 | ROYAL BANK OF CANADA | 37,766 | $3.2M | 0.0% | 0.1% | +9.1% |
| 19 | HighTower Advisors, LLC | 34,257 | $2.9M | 0.0% | 0.1% | -6.2% |
| 20 | RAYMOND JAMES FINANCIAL INC | 32,942 | $2.8M | 0.0% | 0.1% | +3.2% |
| 21 | NorthCrest Asset Manangement, LLC | 32,236 | $2.7M | 0.1% | 0.1% | +1.9% |
| 22 | Quantinno Capital Management LP | 29,288 | $2.5M | 0.0% | 0.1% | +75.8% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 25,090 | $2.1M | 0.0% | 0.1% | +80.3% |
| 24 | Wealthfront Advisers LLC | 24,992 | $2.1M | 0.0% | 0.1% | +18.4% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 22,445 | $1.9M | 0.0% | 0.1% | +19.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.