Who Owns ETF J P MORGAN EXCHAN US MOMENTUM FACTOR (JMOM)? -- Institutional Holders (2026-06-30)

168 institutions reported holding $1.86B of ETF J P MORGAN EXCHAN US MOMENTUM FACTOR (JMOM) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($809.0M), Blue Trust, Inc. ($411.2M), Equitable Holdings, Inc. ($121.5M), LPL Financial LLC ($71.7M), JPMORGAN CHASE & CO ($65.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$809.0M	9.7M	Added
2	Blue Trust, Inc.	$411.2M	4.8M	Added
3	Equitable Holdings, Inc.	$121.5M	1.4M	Added
4	LPL Financial LLC	$71.7M	838,538	Added
5	JPMORGAN CHASE & CO	$65.0M	770,814	Added
6	Shore Point Advisors, LLC	$44.0M	701,536	Added
7	EP Wealth Advisors, LLC	$33.0M	386,525	Added
8	Nova R Wealth, Inc.	$21.3M	249,662	Added
9	MAGNOLIA CAPITAL ADVISORS LLC	$20.2M	236,029	Trimmed
10	ARQ WEALTH ADVISORS, LLC	$17.0M	206,445	Added
11	CABOT WEALTH MANAGEMENT INC	$14.7M	172,574	New
12	Vident Advisory, LLC	$14.7M	172,407	Added
13	West Wealth Group, LLC	$12.1M	141,345	Trimmed
14	Cassia Capital Partners, LLC	$11.7M	137,154	Trimmed
15	Corient Private Wealth LLC	$9.3M	109,331	Trimmed
16	Vise Technologies, Inc.	$7.6M	89,189	Added
17	Savant Capital, LLC	$6.8M	79,317	Trimmed
18	5T Wealth, LLC	$6.5M	76,463	Trimmed
19	Wealth Enhancement Trust Services, Inc.	$6.2M	72,702	Added
20	Kingsview Wealth Management, LLC	$5.8M	67,756	Added
21	Orion Porfolio Solutions, LLC	$5.6M	65,000	Trimmed
22	Kathmere Capital Management, LLC	$4.9M	57,709	Trimmed
23	Fifth Third Securities, Inc.	$4.9M	57,242	Trimmed
24	BANK OF AMERICA CORP /DE/	$4.6M	53,517	Trimmed
25	KELLY FINANCIAL GROUP LLC	$4.5M	53,016	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30