3Chopt Investment Partners’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

3Chopt Investment Partners’s Portfolio JMOM Stock Details JMOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.11M	Hold	48,059	–	–	0.77%	29
2026 Q1	$3.26M	Hold	48,059	–	–	0.75%	28
2025 Q4	$3.28M	Hold	48,059	–	–	0.73%	31
2025 Q3	$3.26M	Hold	48,059	–	–	0.74%	31
2025 Q2	$3.09M	Buy	48,059 +22,065	+85%	+$1.3M	0.74%	28
2025 Q1	$1.47M	Buy	+25,994	New	+$1.55M	0.38%	65
2024 Q3	–	Sell	-10,148	Closed	-$544K	–	124
2024 Q2	$544K	Buy	+10,148	New	+$527K	0.17%	112

Other funds holding JMOM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

3Chopt Investment Partners's JMOM Position: Q2 2026 in Review

3Chopt Investment Partners held its JPMorgan US Momentum Factor ETF (JMOM) position steady in Q2 2026 at 48,059 shares worth $4.11M. The position accounts for 0.77% of the portfolio, ranked #29.

3Chopt Investment Partners first reported a position in JMOM in Q2 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

3Chopt Investment Partners held 48,059 shares of JPMorgan US Momentum Factor ETF worth $4.11M as of Q2 2026.
3Chopt Investment Partners left its JPMorgan US Momentum Factor ETF share count unchanged in Q2 2026.
JPMorgan US Momentum Factor ETF made up 0.77% of 3Chopt Investment Partners's portfolio in Q2 2026, its #29 holding.
3Chopt Investment Partners first reported a position in JPMorgan US Momentum Factor ETF in Q2 2024 and has held it in 7 quarters since.
92 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.