JPMORGAN US MOMENTUM FACTOR (JMOM) Institutional Shareholders
JPMORGAN US MOMENTUM FACTOR (JMOM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.86B in JMOM holdings during the latest filing period.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of JMOM tracked by InsiderSet, reporting ownership valued at approximately $809.02M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $797.01M, representing an estimated loss of -1.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed JMOM value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Blue Trust, Inc., Equitable Holdings, Inc., and several other long-term asset managers with concentrated positions in JPMORGAN US MOMENTUM FACTOR (JMOM).
This page ranks the largest institutional JMOM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
152
Total Reported Value
$1.86B
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$809.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 1.36% | 9,685,375 | $809,024,134 | $797,009,509 | -$12,014,625 | -1.49% | |
| Blue Trust, Inc. | 4.31% | 4,811,325 | $411,175,859 | $395,923,934 | -$15,251,925 | -3.71% | |
| Equitable Holdings, Inc. | 0.73% | 1,421,610 | $121,490,979 | $116,984,287 | -$4,506,692 | -3.71% | |
| Lpl Financial Llc | 0.02% | 838,538 | $71,661,442 | $69,003,292 | -$2,658,150 | -3.71% | |
| Jpmorgan Chase & Co | 0.00% | 770,814 | $65,044,534 | $63,430,284 | -$1,614,250 | -2.48% | |
| Shore Point Advisors, Llc | 15.06% | 701,536 | $44,019,435 | $57,729,397 | +$13,709,962 | +31.15% | |
| Ep Wealth Advisors, Llc | 0.13% | 386,525 | $33,032,399 | $31,807,142 | -$1,225,257 | -3.71% | |
| Nova R Wealth, Inc. | 6.23% | 249,662 | $21,336,130 | $20,544,686 | -$791,444 | -3.71% | |
| Magnolia Capital Advisors Llc | 3.46% | 236,029 | $20,171,077 | $19,422,826 | -$748,251 | -3.71% | |
| Arq Wealth Advisors, Llc | 2.10% | 206,445 | $16,961,522 | $16,988,359 | +$26,837 | +0.16% | |
| Cabot Wealth Management Inc | 1.50% | 172,574 | $14,748,174 | $14,201,114 | -$547,060 | -3.71% | |
| Vident Advisory, Llc | 0.11% | 172,407 | $14,733,930 | $14,187,372 | -$546,558 | -3.71% | |
| Cwm, Llc | 0.03% | 191,103 | $12,979,702 | $15,725,866 | +$2,746,164 | +21.16% | |
| West Wealth Group, Llc | 1.98% | 141,345 | $12,079,401 | $11,631,280 | -$448,121 | -3.71% | |
| Cassia Capital Partners, Llc | 5.68% | 137,154 | $11,714,813 | $11,286,403 | -$428,410 | -3.66% | |
| Corient Private Wealth Llc | 0.01% | 109,331 | $9,343,405 | $8,996,848 | -$346,557 | -3.71% | |
| Vise Technologies, Inc. | 0.09% | 89,189 | $7,622,081 | $7,339,363 | -$282,718 | -3.71% | |
| Savant Capital, Llc | 0.02% | 79,317 | $6,778,474 | $6,526,996 | -$251,478 | -3.71% | |
| 5T Wealth, Llc | 2.43% | 76,463 | $6,534,529 | $6,292,140 | -$242,389 | -3.71% | |
| Wealth Enhancement Trust Services, Inc. | 0.69% | 72,702 | $6,213,113 | $5,982,648 | -$230,465 | -3.71% | |
| Kingsview Wealth Management, Llc | 0.07% | 67,756 | $5,790,443 | $5,575,641 | -$214,802 | -3.71% | |
| Orion Porfolio Solutions, Llc | 0.04% | 65,000 | $5,554,868 | $5,348,850 | -$206,018 | -3.71% | |
| Kathmere Capital Management, Llc | 0.26% | 57,709 | $4,931,811 | $4,748,874 | -$182,937 | -3.71% | |
| Fifth Third Securities, Inc. | 0.28% | 57,242 | $4,891,901 | $4,710,444 | -$181,457 | -3.71% | |
| Bank Of America Corp | 0.00% | 53,517 | $4,573,563 | $4,403,914 | -$169,649 | -3.71% | |
| Kelly Financial Group Llc | 1.01% | 53,016 | $4,530,747 | $4,362,687 | -$168,060 | -3.71% | |
| Silver Oak Securities, Incorporated | 0.27% | 52,230 | $4,463,547 | $4,298,007 | -$165,540 | -3.71% | |
| Delos Wealth Advisors, Llc | 2.19% | 49,831 | $4,258,558 | $4,100,593 | -$157,965 | -3.71% | |
| 3Chopt Investment Partners, Llc | 0.77% | 48,059 | $4,107,122 | $3,954,775 | -$152,347 | -3.71% | |
| Skyline Advisors, Inc. | 1.25% | 46,516 | $3,975,298 | $3,827,802 | -$147,496 | -3.71% | |
| Strategic Financial Services, Inc. | 0.17% | 44,933 | $3,839,974 | $3,697,537 | -$142,437 | -3.71% | |
| Fifth Third Wealth Advisors Llc | 0.11% | 44,206 | $3,777,845 | $3,637,712 | -$140,133 | -3.71% | |
| Intrust Bank Na | 0.28% | 44,002 | $3,760,409 | $3,620,925 | -$139,484 | -3.71% | |
| Cetera Investment Advisers | 0.00% | 41,528 | $3,548,991 | $3,417,339 | -$131,652 | -3.71% | |
| Centennial Bank/Ar/ | 1.07% | 38,890 | $3,323,539 | $3,200,258 | -$123,281 | -3.71% | |
| Royal Bank Of Canada | 0.00% | 37,766 | $3,227,000 | $3,107,764 | -$119,236 | -3.69% | |
| Klaas Financial Asset Advisors, Llc | 0.38% | 35,647 | $3,046,393 | $2,933,392 | -$113,001 | -3.71% | |
| Raymond James Financial Inc | 0.00% | 32,942 | $2,815,233 | $2,710,797 | -$104,436 | -3.71% | |
| Northcrest Asset Manangement, Llc | 0.07% | 32,236 | $2,707,179 | $2,652,700 | -$54,479 | -2.01% | |
| Aqr Capital Management Llc | 0.00% | 30,299 | $2,589,373 | $2,493,305 | -$96,068 | -3.71% | |
| Quantinno Capital Management Lp | 0.00% | 29,288 | $2,502,952 | $2,410,110 | -$92,842 | -3.71% | |
| Belpointe Asset Management Llc | 0.07% | 26,836 | $2,293,409 | $2,208,334 | -$85,075 | -3.71% | |
| Cfs Investment Advisory Services, Llc | 0.15% | 26,761 | $2,226,248 | $2,202,163 | -$24,085 | -1.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,090 | $2,144,160 | $2,064,656 | -$79,504 | -3.71% | |
| Wealthfront Advisers Llc | 0.00% | 24,992 | $2,135,816 | $2,056,592 | -$79,224 | -3.71% | |
| Hershey Financial Advisers, Llc | 1.44% | 23,514 | $2,009,506 | $1,934,967 | -$74,539 | -3.71% | |
| Professional Financial Advisors, Llc | 0.34% | 23,303 | $1,991,433 | $1,917,604 | -$73,829 | -3.71% | |
| Envestnet Asset Management Inc | 0.00% | 22,445 | $1,918,169 | $1,846,999 | -$71,170 | -3.71% | |
| Composition Wealth, Llc | 0.02% | 21,891 | $1,870,805 | $1,801,410 | -$69,395 | -3.71% | |
| Signature Estate & Investment Advisors Llc | 0.03% | 21,440 | $1,832,263 | $1,764,298 | -$67,965 | -3.71% |
Frequently asked questions about JMOM
Who owns the most JMOM stock?
The largest holders of JMOM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN US MOMENTUM FACTOR (JMOM).
Is JMOM widely held by superinvestors?
Many widely followed stocks like JMOM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JMOM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.