§ EQUITY
USDJMOM
JPMORGAN US MOMENTUM FACTOR
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
84 increased/new, 56 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.1M | 1.3% | −26% |
| Blue Trust, Inc. | 4.8M | 3.7% | +2% |
| Equitable Holdings, Inc. | 1.3M | 0.6% | +14% |
| JPMORGAN CHASE & CO | 758K | n/a | +31% |
| Shore Point Advisors, LLC | 657K | 13.7% | +3% |
| LPL Financial LLC | 414K | 0.0% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for JMOM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER95.1% · 124 holders
DEALER / BANK4.7% · 11 holders
SYSTEMATIC / QUANT0.1% · 2 holders
INCOME / DEFENSIVE0.1% · 2 holders
QUALITY / COMPOUNDER0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for JMOM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention JMOM yet.