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JPMorgan US Momentum Factor (JMOM)

CUSIP: 46641Q779 | NYSE | 275 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC10,026,352
1.3% of portfolio›$843.4M
Blue Trust, Inc.4,540,132
4.0% of portfolio›$378.4M
Shore Point Advisors, LLC705,841
13.9% of portfolio›$43.9M
Nova R Wealth, Inc.245,230
6.0% of portfolio›$20.4M
ARQ Wealth Advisors, LLC195,775
2.0% of portfolio›$16.3M
Cassia Capital Partners, LLC133,509
5.4% of portfolio›$11.1M
Vise Technologies, Inc.86,419
0.1% of portfolio›$7.2M
Wealth Enhancement Trust Services, Inc.81,841
0.7% of portfolio›$6.8M
Fifth Third Wealth Advisors LLC69,968
0.2% of portfolio›$5.8M
Kathmere Capital Management, LLC59,697
0.2% of portfolio›$5.0M
Fifth Third Securities, Inc.57,043
0.2% of portfolio›$4.8M
Kelly Financial Group LLC52,359
1.0% of portfolio›$4.4M
3Chopt Investment Partners, LLC48,059
0.7% of portfolio›$4.0M
Klaas Financial Asset Advisors, LLC35,247
0.4% of portfolio›$2.9M
NorthCrest Asset Manangement, LLC31,129
0.1% of portfolio›$2.6M
Commonwealth Equity Services, LLC31,123
0.0% of portfolio›$2.6M
Lodestar Private Asset Management LLC28,551
0.2% of portfolio›$2.4M
Professional Financial Advisors, LLC23,065
0.3% of portfolio›$1.9M
CFS Investment Advisory Services, LLC22,950
0.1% of portfolio›$2.0M
Kestra Private Wealth Services, LLC22,880
0.0% of portfolio›$1.9M
Signature Estate & Investment Advisors LLC21,384
0.0% of portfolio›$1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management19,565
0.0% of portfolio›$1.6M
EverSource Wealth Advisors, LLC18,037
0.0% of portfolio›$1.5M
Triumph Capital Management14,367
0.2% of portfolio›$1.2M
Mirae Asset Global Investments Co., Ltd.14,296
0.0% of portfolio›$1.2M
MN Wealth Advisors, LLC13,290
0.4% of portfolio›$1.1M
TSA Wealth Managment LLC12,928
0.3% of portfolio›$1.1M
Moneywise, Inc.12,276
1.0% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.9,648
0.0% of portfolio›$804
Creative Planning8,561
0.0% of portfolio›$713.6K
Asempa Wealth Advisors8,276
0.5% of portfolio›$695.9K
Patten Group, Inc.8,093
0.1% of portfolio›$674.6K
Gallacher Capital Management LLC7,745
0.5% of portfolio›$645.5K
Daymark Wealth Partners, LLC7,058
0.0% of portfolio›$588.3K
Farther Finance Advisors, LLC6,496
0.0% of portfolio›$541.4K
Lake Street Private Wealth, LLC6,419
0.1% of portfolio›$535.0K
Midwest Trust Co6,286
0.0% of portfolio›$523.9K
Kestra Advisory Services, LLC6,167
0.0% of portfolio›$514.0K
Prospera Financial Services Inc5,915
0.0% of portfolio›$471.2K
Axxcess Wealth Management, LLC5,374
0.0% of portfolio›$447.9K
Able Wealth Management LLC5,301
0.1% of portfolio›$451.6K
Castleview Partners, LLC5,164
0.2% of portfolio›$430.4K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,157
0.0% of portfolio›$346.5K
RHS Financial, LLC3,582
0.1% of portfolio›$298.6K
MGO One Seven LLC3,551
0.0% of portfolio›$296.0K
MLG Wealth Management DBA Pine Grove Financial Group3,487
0.0% of portfolio›$290.6K
AWM Capital, LLC3,481
0.0% of portfolio›$290.2K
Independent Financial Group, LLC3,390
0.0% of portfolio›$282.6K
Independent Wealth Network Inc.3,192
0.1% of portfolio›$266.1K
Cypress Wealth Services, LLC3,021
0.0% of portfolio›$256.9K
Chicago Partners Investment Group LLC2,899
0.0% of portfolio›$230.2K
Ascent Group, LLC2,888
0.0% of portfolio›$240.7K
Andrew Hill Investment Advisors, Inc.2,866
0.2% of portfolio›$238.9K
Detalus Advisors, LLC2,581
0.0% of portfolio›$215.1K
First Heartland Consultants, Inc.2,556
0.0% of portfolio›$213.0K
Basso Capital Management, L.P.2,500
0.0% of portfolio›$208.4K
Acropolis Investment Management, LLC1,952
0.0% of portfolio›$162.7K
Root Financial Partners, LLC1,274
0.0% of portfolio›$106.2K
Gleason Group, Inc.1,250
0.0% of portfolio›$104.2K
IFP Advisors, Inc1,128
0.0% of portfolio›$94.0K
Ascentis Independent Advisors683
0.0% of portfolio›$56.9K
Hazlett, Burt & Watson, Inc.650
0.0% of portfolio›$54
Assetmark, Inc622
0.0% of portfolio›$51.8K
Ashton Thomas Private Wealth, LLC588
0.0% of portfolio›$49.0K
Global Trust Asset Management, LLC409
0.0% of portfolio›$34.1K
Arlington Trust Co LLC190
0.0% of portfolio›$15.8K
Family Capital Trust Co184
0.0% of portfolio›$15.3K
Cassaday & Co Wealth Management LLC178
0.0% of portfolio›$14.8K
Creative Financial Designs Inc142
0.0% of portfolio›$11.8K
Lloyd Advisory Services, Llc.107
0.0% of portfolio›$8.9K
Key FInancial Inc65
0.0% of portfolio›$5.4K
Vermillion Wealth Management, Inc.54
0.0% of portfolio›$4.5K
Golden State Wealth Management, LLC8
0.0% of portfolio›$667
Vima LLC7
0.0% of portfolio›$583
Trust Co0
0.0% of portfolio›$18
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
10,026,352$843.4M1.3%CoreLowPlymouth, MN2026-10-13
Blue Trust, Inc.
4,540,132$378.4M4.0%ETFLowBrentwood, TN2026-10-15
Shore Point Advisors, LLC
705,841$43.9M13.9%ETFLowBrielle, NJ2026-10-14
Nova R Wealth, Inc.
245,230$20.4M6.0%ETFLowOverland Park, KS2026-10-26
ARQ Wealth Advisors, LLC
195,775$16.3M2.0%ETFLowScottsdale, AZ2026-10-29
Cassia Capital Partners, LLC
133,509$11.1M5.4%ETFLowWinston Salem, NC2026-11-04
Vise Technologies, Inc.
86,419$7.2M0.1%IndexLowNew York, NY2026-10-29
Wealth Enhancement Trust Services, Inc.
81,841$6.8M0.7%GrowthMediumSioux Falls, SD2026-10-07
Fifth Third Wealth Advisors LLC
69,968$5.8M0.2%IndexVery LowCincinnati, OH2026-10-22
Kathmere Capital Management, LLC
59,697$5.0M0.2%ETFLowWayne, PA2026-10-20
Fifth Third Securities, Inc.
57,043$4.8M0.2%ETFLowCincinnati, OH2026-10-21
Kelly Financial Group LLC
52,359$4.4M1.0%ETFLowWethersfield, CT2026-10-16
3Chopt Investment Partners, LLC
48,059$4.0M0.7%CoreLowRichmond, VA2026-10-30
Klaas Financial Asset Advisors, LLC
35,247$2.9M0.4%ETFVery LowLoves Park, IL2026-10-19
NorthCrest Asset Manangement, LLC
31,129$2.6M0.1%GrowthLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
31,123$2.6M0.0%ETFLowWaltham, MA2026-11-02
Lodestar Private Asset Management LLC
28,551$2.4M0.2%ETFLowAlamo, CA2026-10-26
Professional Financial Advisors, LLC
23,065$1.9M0.3%ETFMediumNorth Platte, NE2026-10-13
CFS Investment Advisory Services, LLC
22,950$2.0M0.1%ETFMediumTotowa, NJ2026-10-19
Kestra Private Wealth Services, LLC
22,880$1.9M0.0%GrowthLowAustin, TX2026-10-30
Signature Estate & Investment Advisors LLC
21,384$1.8M0.0%ETFMediumLos Angeles, CA2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
19,565$1.6M0.0%GrowthVery LowSeattle, WA2026-10-27
EverSource Wealth Advisors, LLC
18,037$1.5M0.0%CoreMediumBirmingham, AL2026-11-04
Triumph Capital Management
14,367$1.2M0.2%ETFMediumDenver, CO2026-10-14
Mirae Asset Global Investments Co., Ltd.
14,296$1.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
MN Wealth Advisors, LLC
13,290$1.1M0.4%ETFMediumOverland Park, KS2026-10-23
TSA Wealth Managment LLC
12,928$1.1M0.3%ETFMediumHouston, TX2026-10-22
Moneywise, Inc.
12,276$1.0M1.0%ETFMediumForest, VA2026-10-30
Cambridge Investment Research Advisors, Inc.
9,648$8040.0%ETFLowFairfield, IA2026-11-02
Creative Planning
8,561$713.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Asempa Wealth Advisors
8,276$695.9K0.5%ETFLowBaton Rouge, LA2026-10-07
Patten Group, Inc.
8,093$674.6K0.1%CoreLowChattanooga, TN2026-10-26
Gallacher Capital Management LLC
7,745$645.5K0.5%ValueMediumLone Tree, CO2026-10-30
Daymark Wealth Partners, LLC
7,058$588.3K0.0%CoreLowCincinnati, OH2026-11-04
Farther Finance Advisors, LLC
6,496$541.4K0.0%IndexLowSan Francisco, CA2026-10-08
Lake Street Private Wealth, LLC
6,419$535.0K0.1%GrowthLowChicago, IL2026-10-22
Midwest Trust Co
6,286$523.9K0.0%CoreLowOverland Park, KS2026-10-22
Kestra Advisory Services, LLC
6,167$514.0K0.0%CoreLowAustin, TX2026-11-02
Prospera Financial Services Inc
5,915$471.2K0.0%CoreMediumDallas, TX2026-11-04
Axxcess Wealth Management, LLC
5,374$447.9K0.0%CoreLowCarlsbad, CA2026-10-21
Able Wealth Management LLC
5,301$451.6K0.1%ETFMediumToms River, NJ2026-10-13
Castleview Partners, LLC
5,164$430.4K0.2%CoreMediumDallas, TX2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
4,157$346.5K0.0%ETFMediumWestlake, OH2026-10-14
RHS Financial, LLC
3,582$298.6K0.1%ETFMediumSan Francisco, CA2026-10-13
MGO One Seven LLC
3,551$296.0K0.0%GrowthLowBeachwood, OH2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
3,487$290.6K0.0%ETFMediumWoodbury, MN2026-10-13
AWM Capital, LLC
3,481$290.2K0.0%ETFLowPhoenix, AZ2026-10-16
Independent Financial Group, LLC
3,390$282.6K0.0%GrowthLowSan Diego, CA2026-10-13
Independent Wealth Network Inc.
3,192$266.1K0.1%ETFMediumUrbandale, IA2026-10-19
Cypress Wealth Services, LLC
3,021$256.9K0.0%ETFLowPalm Desert, CA2026-10-21
Chicago Partners Investment Group LLC
2,899$230.2K0.0%GARPLowChicago, IL2026-10-27
Ascent Group, LLC
2,888$240.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Andrew Hill Investment Advisors, Inc.
2,866$238.9K0.2%GrowthHighNaples, FL2026-10-22
Detalus Advisors, LLC
2,581$215.1K0.0%ETFLowSt. Louis, MO2026-10-15
First Heartland Consultants, Inc.
2,556$213.0K0.0%ETFMediumLake St. Louis, MO2026-10-08
Basso Capital Management, L.P.
2,500$208.4K0.0%ETFMediumStamford, CT2026-10-30
Acropolis Investment Management, LLC
1,952$162.7K0.0%ETFLowSt. Louis, MO2026-10-08
Root Financial Partners, LLC
1,274$106.2K0.0%ETFMediumEncinitas, CA2026-10-21
Gleason Group, Inc.
1,250$104.2K0.0%ETFVery LowProspect, KY2026-10-15
IFP Advisors, Inc
1,128$94.0K0.0%GrowthLowTampa, FL2026-10-16
Ascentis Independent Advisors
683$56.9K0.0%ETFLowDallas, TX2026-11-03
Hazlett, Burt & Watson, Inc.
650$540.0%CoreVery LowWheeling, WV2026-11-04
Assetmark, Inc
622$51.8K0.0%ETFLowConcord, CA2026-10-21
Ashton Thomas Private Wealth, LLC
588$49.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Global Trust Asset Management, LLC
409$34.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Arlington Trust Co LLC
190$15.8K0.0%ETFMediumBirmingham, AL2026-10-20
Family Capital Trust Co
184$15.3K0.0%CoreLowPeabody, MA2026-10-22
Cassaday & Co Wealth Management LLC
178$14.8K0.0%ETFVery LowMclean, VA2026-10-27
Creative Financial Designs Inc
142$11.8K0.0%ETFMediumKokomo, IN2026-11-04
Lloyd Advisory Services, Llc.
107$8.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Key FInancial Inc
65$5.4K0.0%ETFLowWest Chester, PA2026-11-02
Vermillion Wealth Management, Inc.
54$4.5K0.0%ValueLowRosemount, MN2026-10-26
Golden State Wealth Management, LLC
8$6670.0%ETFMediumSanta Ana, CA2026-11-02
Vima LLC
7$5830.0%CoreLowTroy, MI2026-10-23
Trust Co
0$180.0%ETFVery LowManhattan, KS2026-10-09