Who owns JPMorgan U.S. Momentum Factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JMOM from SEC Form 13F filings across 158 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.
As of the 2026-06-30 reporting period, 158 institutions disclosed 22.2M shares of JPMorgan U.S. Momentum Factor ETF worth $1.86B — about 69.9% of shares outstanding; the largest disclosed holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
158
13F holders
$1.86B
value, 2026 filers
69.9%
of shares outstanding (22.2M sh)
29
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 | Equitable Holdings, Inc. | 1.4M | $121.5M | 0.7% | 4.5% | +12.7% |
| 4 | LPL Financial LLC | 838,538 | $71.7M | 0.0% | 2.6% | +102.4% |
| 5 | JPMORGAN CHASE & CO | 770,814 | $65.0M | 0.0% | 2.4% | +1.7% |
| 6 | Shore Point Advisors, LLC | 701,536 | $44.0M | 15.1% | 2.2% | +6.8% |
| 7 | EP Wealth Advisors, LLC | 386,525 | $33.0M | 0.1% | 1.2% | +924.5% |
| 8 | Nova R Wealth, Inc. | 249,662 | $21.3M | 6.2% | 0.8% | +2.7% |
| 9 | MAGNOLIA CAPITAL ADVISORS LLC | 236,029 | $20.2M | 3.5% | 0.7% | -1.2% |
| 10 | ARQ WEALTH ADVISORS, LLC | 206,445 | $17.0M | 2.1% | 0.7% | +9.3% |
| 11 | CABOT WEALTH MANAGEMENT INCNEW | 172,574 | $14.7M | 1.5% | 0.5% | new |
| 12 | Vident Advisory, LLC | 172,407 | $14.7M | 0.1% | 0.5% | +2.3% |
| 13 | West Wealth Group, LLC | 141,345 | $12.1M | 2.0% | 0.4% | -21.6% |
| 14 | Cassia Capital Partners, LLC | 137,154 | $11.7M | 5.7% | 0.4% | -3.1% |
| 15 | Corient Private Wealth LP | 109,331 | $9.3M | 0.0% | 0.3% | -6.6% |
| 16 | Vise Technologies, Inc. | 89,189 | $7.6M | 0.1% | 0.3% | +67.2% |
| 17 | Savant Capital, LLC | 79,317 | $6.8M | 0.0% | 0.3% | -0.7% |
| 18 | 5T Wealth, LLC | 76,463 | $6.5M | 2.4% | 0.2% | -0.1% |
| 19 | Wealth Enhancement Trust Services, Inc. | 72,702 | $6.2M | 0.7% | 0.2% | +61.2% |
| 20 | Kingsview Wealth Management, LLC | 67,756 | $5.8M | 0.1% | 0.2% | +3.5% |
| 21 | Orion Porfolio Solutions, LLC | 65,000 | $5.6M | 0.0% | 0.2% | -27.3% |
| 22 | Kathmere Capital Management, LLC | 57,709 | $4.9M | 0.3% | 0.2% | -4.2% |
| 23 | Fifth Third Securities, Inc. | 57,242 | $4.9M | 0.3% | 0.2% | -7.1% |
| 24 | BANK OF AMERICA CORP /DE/ | 53,517 | $4.6M | 0.0% | 0.2% | -5.4% |
| 25 | KELLY FINANCIAL GROUP LLC | 53,016 | $4.5M | 1.0% | 0.2% | -1.7% |
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.