JMOM Institutional Ownership & Shareholders
JPMORGAN US MOMENTUM FACTOR (JMOM) is currently held by 158 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.86B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of JMOM tracked by InsiderSet, reporting ownership valued at approximately $843.40M in its September 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 $797.30M, representing an estimated loss of -5.47% 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
158
Total Reported Value
$1.86B
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$843.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
60
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 | 1.26% | 10,026,352 | $843,396,874 | $797,295,511 | -$46,101,363 | -5.47% | |
| Blue Trust, Inc. | 3.98% | 4,540,132 | $378,419,968 | $361,031,297 | -$17,388,671 | -4.60% | |
| Equitable Holdings, Inc. | 0.73% | 1,421,610 | $121,490,979 | $113,046,427 | -$8,444,552 | -6.95% | |
| Lpl Financial Llc | 0.02% | 838,538 | $71,661,442 | $66,680,542 | -$4,980,900 | -6.95% | |
| Jpmorgan Chase & Co | 0.00% | 770,814 | $65,044,534 | $61,295,129 | -$3,749,405 | -5.76% | |
| Shore Point Advisors, Llc | 13.91% | 705,841 | $43,854,941 | $56,128,476 | +$12,273,535 | +27.99% | |
| Ep Wealth Advisors, Llc | 0.13% | 386,525 | $33,032,399 | $30,736,468 | -$2,295,931 | -6.95% | |
| Nova R Wealth, Inc. | 5.99% | 245,230 | $20,439,882 | $19,500,690 | -$939,192 | -4.59% | |
| Magnolia Capital Advisors Llc | 3.46% | 236,029 | $20,171,077 | $18,769,026 | -$1,402,051 | -6.95% | |
| Arq Wealth Advisors, Llc | 1.96% | 195,775 | $16,317,835 | $15,568,028 | -$749,807 | -4.60% | |
| Cabot Wealth Management Inc | 1.50% | 172,574 | $14,748,174 | $13,723,084 | -$1,025,090 | -6.95% | |
| Vident Advisory, Llc | 0.11% | 172,407 | $14,733,930 | $13,709,805 | -$1,024,125 | -6.95% | |
| Cwm, Llc | 0.03% | 191,103 | $12,979,702 | $15,196,511 | +$2,216,809 | +17.08% | |
| Cassia Capital Partners, Llc | 5.68% | 137,154 | $11,714,813 | $10,906,486 | -$808,327 | -6.90% | |
| Corient Private Wealth Llc | 0.01% | 109,331 | $9,343,405 | $8,694,001 | -$649,404 | -6.95% | |
| Vise Technologies, Inc. | 0.06% | 86,419 | $7,203,062 | $6,872,039 | -$331,023 | -4.60% | |
| Wealth Enhancement Trust Services, Inc. | 0.73% | 81,841 | $6,821,448 | $6,507,996 | -$313,452 | -4.60% | |
| Savant Capital, Llc | 0.02% | 79,317 | $6,778,474 | $6,307,288 | -$471,186 | -6.95% | |
| 5T Wealth, Llc | 2.43% | 76,463 | $6,534,529 | $6,080,338 | -$454,191 | -6.95% | |
| Fifth Third Wealth Advisors Llc | 0.15% | 69,968 | $5,831,833 | $5,563,855 | -$267,978 | -4.60% | |
| Kingsview Wealth Management, Llc | 0.07% | 67,756 | $5,790,443 | $5,387,957 | -$402,486 | -6.95% | |
| Orion Porfolio Solutions, Llc | 0.04% | 65,000 | $5,554,868 | $5,168,800 | -$386,068 | -6.95% | |
| Kathmere Capital Management, Llc | 0.24% | 59,697 | $4,975,745 | $4,747,105 | -$228,640 | -4.60% | |
| Fifth Third Securities, Inc. | 0.24% | 57,043 | $4,754,534 | $4,536,059 | -$218,475 | -4.60% | |
| Bank Of America Corp | 0.00% | 53,517 | $4,573,563 | $4,255,672 | -$317,891 | -6.95% | |
| Silver Oak Securities, Incorporated | 0.27% | 52,230 | $4,463,547 | $4,153,330 | -$310,217 | -6.95% | |
| Kelly Financial Group Llc | 1.00% | 52,359 | $4,364,123 | $4,163,588 | -$200,535 | -4.60% | |
| Delos Wealth Advisors, Llc | 2.19% | 49,831 | $4,258,558 | $3,962,561 | -$295,997 | -6.95% | |
| 3Chopt Investment Partners, Llc | 0.72% | 48,059 | $4,005,718 | $3,821,652 | -$184,066 | -4.60% | |
| Skyline Advisors, Inc. | 1.25% | 46,516 | $3,975,298 | $3,698,952 | -$276,346 | -6.95% | |
| Strategic Financial Services, Inc. | 0.17% | 44,933 | $3,839,974 | $3,573,072 | -$266,902 | -6.95% | |
| Intrust Bank Na | 0.28% | 44,002 | $3,760,409 | $3,499,039 | -$261,370 | -6.95% | |
| Cetera Investment Advisers | 0.00% | 41,528 | $3,548,991 | $3,302,307 | -$246,684 | -6.95% | |
| Centennial Bank/Ar/ | 1.07% | 38,890 | $3,323,539 | $3,092,533 | -$231,006 | -6.95% | |
| Royal Bank Of Canada | 0.00% | 37,766 | $3,227,000 | $3,003,152 | -$223,848 | -6.94% | |
| Klaas Financial Asset Advisors, Llc | 0.37% | 35,247 | $2,937,837 | $2,802,841 | -$134,996 | -4.60% | |
| Raymond James Financial Inc | 0.00% | 32,942 | $2,815,233 | $2,619,548 | -$195,685 | -6.95% | |
| Northcrest Asset Manangement, Llc | 0.06% | 31,129 | $2,626,665 | $2,475,378 | -$151,287 | -5.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,123 | $2,594,120 | $2,474,901 | -$119,219 | -4.60% | |
| Aqr Capital Management Llc | 0.00% | 30,299 | $2,589,373 | $2,409,376 | -$179,997 | -6.95% | |
| Quantinno Capital Management Lp | 0.00% | 29,288 | $2,502,952 | $2,328,982 | -$173,970 | -6.95% | |
| Lodestar Private Asset Management Llc | 0.21% | 28,551 | $2,379,726 | $2,270,376 | -$109,350 | -4.60% | |
| Belpointe Asset Management Llc | 0.07% | 26,836 | $2,293,409 | $2,133,999 | -$159,410 | -6.95% | |
| Wealthfront Advisers Llc | 0.00% | 24,992 | $2,135,816 | $1,987,364 | -$148,452 | -6.95% | |
| Hershey Financial Advisers, Llc | 1.44% | 23,514 | $2,009,506 | $1,869,833 | -$139,673 | -6.95% | |
| Cfs Investment Advisory Services, Llc | 0.13% | 22,950 | $1,969,110 | $1,824,984 | -$144,126 | -7.32% | |
| Professional Financial Advisors, Llc | 0.33% | 23,065 | $1,922,484 | $1,834,129 | -$88,355 | -4.60% | |
| Envestnet Asset Management Inc | 0.00% | 22,445 | $1,918,169 | $1,784,826 | -$133,343 | -6.95% | |
| Kestra Private Wealth Services, Llc | 0.02% | 22,880 | $1,907,057 | $1,819,418 | -$87,639 | -4.60% | |
| Composition Wealth, Llc | 0.02% | 21,891 | $1,870,805 | $1,740,772 | -$130,033 | -6.95% |
Frequently asked questions about JMOM
Who are the largest institutional holders of JMOM?
The largest institutional holders of JMOM reported in the latest SEC Form 13F filings include Wealth Enhancement Advisory Services, Llc, Blue Trust, Inc., Equitable Holdings, Inc., Lpl Financial Llc, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported JMOM position.
What is JMOM institutional ownership?
This page tracks JMOM positions reported by institutional investment managers through SEC Form 13F. JPMORGAN US MOMENTUM FACTOR (JMOM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JMOM?
InsiderSet currently tracks 158 institutional managers reporting JMOM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JMOM shareholders.
How much JMOM stock do institutions own?
Institutional investment managers disclosed approximately $1.86B in JMOM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JMOM institutional ownership last updated?
The latest JMOM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JMOM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JMOM position after the reporting date.
Are institutions buying or selling JMOM?
Institutional buying and selling can be analyzed by comparing JMOM positions across consecutive 13F reporting periods. InsiderSet's JMOM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JMOM ownership changes.
How has JMOM institutional ownership changed over time?
InsiderSet tracks JMOM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.