JPMorgan US Momentum Factor ETFJMOM
JMOM
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
525% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 4
25% more funds holding
Funds holding: 77 [Q3] → 96 (+19) [Q4]
15% more capital invested
Capital invested by funds: $946M [Q3] → $1.09B (+$146M) [Q4]
4.5% more ownership
Funds ownership: 83.37% [Q3] → 87.87% (+4.5%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]
23% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 35
Research analyst outlook
We haven’t received any recent analyst ratings for JMOM.
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
JMOM: A Tactical Momentum Play For Sustained Bull Markets
JMOM's momentum-factor strategy targets U.S. large-cap and mid-cap stocks, matching Russell 1000's sector weights to reduce concentration risk and adapt to market changes. The fund's higher exposure to mid-cap and small-cap stocks increases volatility and downside risk, making it suitable for tactical plays in sustained bull markets. JMOM outperforms in the second stage of bull markets, as it reallocates towards stocks that performed well initially, but underperforms during market corrections.
Positive
Seeking Alpha
3 months ago
JMOM: How The Momentum Could Fade In 2025
JMOM is rated as a hold due to mixed factors, including strong past performance but high valuations and risks for top holdings. JMOM focuses on large-cap U.S. equities with positive price trends, using a rules-based approach, and has a low expense ratio of 0.12%. Risks for top holdings like Broadcom and Apple, and the potential for small caps to outperform large caps in 2025 are key consideration factors.
Positive
Seeking Alpha
7 months ago
JMOM: Lagging The S&P 500 Momentum Index
JPMorgan U.S. Momentum Factor ETF selects Russell 1000 stocks based on 12-month risk-adjusted returns. The JMOM ETF is well-diversified across holdings, and has a sector breakdown close to its parent index, overweight in technology. JMOM is also close to the Russell 1000 in valuation, a good point for a momentum fund, and in performance, which is disappointing.
Positive
ETF Trends
7 months ago
This Momentum ETF Has New Friends
Finally, someone believes the trend in the S&P 500 is their friend. In mid-August, the Invesco S&P 500 Momentum ETF (SPMO) had its 2024 net inflows nearly double.
Positive
Seeking Alpha
11 months ago
JMOM: Momentum Has Made The Difference In 2024
JPMorgan U.S. Momentum Factor ETF is a robustly performing equities ETF that follows a momentum strategy. Momentum investing aims to capitalize on existing market trends by buying rising securities and selling them when they peak. The JPMorgan US Momentum Factor Index, which JMOM mirrors, has outperformed the SPY and another popular momentum ETF, MTUM, historically when financial conditions are easing.
Positive
Zacks Investment Research
1 year ago
Momentum ETFs Hit New 52-Week Highs
The rally has been broad-based this year, with momentum investing emerging as a big winner.
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