5T Wealth’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

5T Wealth’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	$6.53M	Sell	76,463 -64	-0.1%	-$5.02K	2.43%	9
2026 Q1	$5.2M	Buy	76,527 +8,818	+13%	+$616K	2.05%	11
2025 Q4	$4.61M	Buy	67,709 +1,205	+2%	+$82.1K	1.84%	14
2025 Q3	$4.52M	Buy	66,504 +3,938	+6%	+$258K	1.97%	13
2025 Q2	$4.02M	Buy	62,566 +35,363	+130%	+$2.08M	1.91%	15
2025 Q1	$1.53M	Buy	27,203 +17,475	+180%	+$1.04M	0.82%	41
2024 Q4	$567K	Buy	+9,728	New	+$577K	0.31%	69

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPA

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

NRW

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

MCA

Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return

AWA

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

5T Wealth's JMOM Position: Q2 2026 in Review

5T Wealth reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.08% in Q2 2026, selling an estimated $5.02K and leaving 76,463 shares worth $6.53M. The position accounts for 2.43% of the portfolio, ranked #9.

5T Wealth first reported a position in JMOM in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

5T Wealth held 76,463 shares of JPMorgan US Momentum Factor ETF worth $6.53M as of Q2 2026.
5T Wealth sold 64 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $5.02K.
JPMorgan US Momentum Factor ETF made up 2.43% of 5T Wealth's portfolio in Q2 2026, its #9 holding.
5T Wealth first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.