JPMORGAN US MOMENTUM FACTOR JMOM
$83.19
-1.3% 52w: $60.99 – $85.46
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data60.9973.2385.46
Jun 20, 2025 Jul 2, 2026
Institutional holders
141
+11 QoQ
13F value
$1.39B
-12.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JMOM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 9.1M | $628.2M | 1.4% | -25.5% |
| Blue Trust, Inc. | Wealth advisor | 4.8M | $323.8M | 3.7% | +1.8% |
| Equitable Holdings, Inc. | Wealth advisor | 1.3M | $86.0M | 0.6% | +13.8% |
| JPMORGAN CHASE & CO | Bank broker | 757.7K | $49.8M | 0.0% | +31.1% |
| Shore Point Advisors, LLC | Wealth advisor | 657.1K | $34.6M | 13.7% | +3.1% |
| LPL Financial LLC | Bank broker | 414.3K | $28.1M | 0.0% | +11.2% |
| Nova R Wealth, Inc. | Wealth advisor | 243.0K | $16.5M | 5.3% | +57.1% |
| MAGNOLIA CAPITAL ADVISORS LLC | Wealth advisor | 238.9K | $16.2M | 3.2% | +79.7% |
| CWM, LLC | Wealth advisor | 191.1K | $13.0M | 0.0% | +51.9% |
| ARQ WEALTH ADVISORS, LLC | Wealth advisor | 188.9K | $12.8M | 2.3% | +8.0% |
| West Wealth Group, LLC | Wealth advisor | 180.4K | $12.3M | 2.4% | +70.0% |
| Vident Advisory, LLC | Diversified mechanical | 168.6K | $11.5M | 0.1% | +7.7% |
| Cassia Capital Partners, LLC | Wealth advisor | 141.5K | $9.6M | 4.9% | +8.9% |
| Corient Private Wealth LLC | Diversified mechanical | 117.1K | $8.0M | 0.0% | -50.4% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 89.4K | $6.1M | 0.1% | +47.0% |
| Savant Capital, LLC | Wealth advisor | 79.9K | $5.4M | 0.0% | +1.2% |
| 5T Wealth, LLC | Wealth advisor | 76.5K | $5.2M | 2.1% | +13.0% |
| Kingsview Wealth Management, LLC | Wealth advisor | 65.5K | $4.4M | 0.1% | +1.2% |
| Fifth Third Securities, Inc. | Wealth advisor | 61.6K | $4.2M | 0.3% | -4.3% |
| Kathmere Capital Management, LLC | Wealth advisor | 60.2K | $4.1M | 0.3% | -0.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 56.6K | $3.8M | 0.0% | +7.3% |
| KELLY FINANCIAL GROUP LLC | Wealth advisor | 53.9K | $3.7M | 0.9% | +35.7% |
| Vise Technologies, Inc. | Wealth advisor | 53.4K | $3.6M | 0.1% | Held |
| Delos Wealth Advisors, LLC | Wealth advisor | 48.9K | $3.3M | 1.9% | +7.8% |
| Strategic Financial Services, Inc. | Wealth advisor | 48.6K | $3.3M | 0.2% | -1.0% |
| 3Chopt Investment Partners, LLC | Other | 48.1K | $3.3M | 0.7% | Held |
| INTRUST BANK NA | Other | 45.8K | $3.1M | 0.3% | -8.1% |
| Wealth Enhancement Trust Services, Inc. | Other | 45.1K | $3.1M | 0.4% | +308.1% |
| Skyline Advisors, Inc. | Wealth advisor | 43.4K | $2.9M | 1.0% | New |
| Cetera Investment Advisers | Wealth advisor | 42.0K | $2.9M | 0.0% | +4.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 39.5K | $2.7M | 0.0% | +104.4% |
| Klaas Financial Asset Advisors, LLC | Wealth advisor | 38.8K | $2.6M | 0.4% | -91.1% |
| Centennial Bank/AR/ | Wealth advisor | 38.6K | $2.6M | 0.9% | +5.9% |
| EP Wealth Advisors, LLC | Wealth advisor | 37.7K | $2.6M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 36.5K | $2.5M | 0.0% | -37.0% |
| WIN ADVISORS, INC | Wealth advisor | 35.1K | $2.4M | 1.1% | New |
| ROYAL BANK OF CANADA | Bank broker | 34.6K | $2.4M | 0.0% | -24.5% |
| CFS Investment Advisory Services, LLC | Wealth advisor | 29.9K | $2.2M | 0.2% | +6.5% |
| NorthCrest Asset Manangement, LLC | Other | 31.6K | $2.2M | 0.1% | +0.3% |
| Hershey Financial Advisers, LLC | Wealth advisor | 32.0K | $2.2M | 1.9% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 31.9K | $2.2M | 0.0% | +18.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 26.4K | $1.8M | 0.0% | +32.8% |
| Professional Financial Advisors, LLC | Wealth advisor | 24.5K | $1.7M | 0.3% | +16.9% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 22.9K | $1.6M | 0.0% | -8.2% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 22.8K | $1.5M | 0.1% | New |
| Composition Wealth, LLC | Wealth advisor | 22.5K | $1.5M | 0.0% | -0.9% |
| Belpointe Asset Management LLC | Wealth advisor | 22.3K | $1.5M | 0.1% | +11.2% |
| Wealthfront Advisers LLC | Wealth advisor | 21.1K | $1.4M | 0.0% | +17.8% |
| J HAGAN CAPITAL, INC. | Wealth advisor | 20.7K | $1.4M | 0.8% | +27.9% |
| First Heartland Consultants, Inc. | Wealth advisor | 20.6K | $1.4M | 0.1% | -66.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.