Able Wealth Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Able Wealth Management’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	$430K	Sell	5,030 -2,186	-30%	-$172K	0.1%	87
2026 Q1	$490K	Buy	7,216 +273	+4%	+$19.1K	0.13%	82
2025 Q4	$473K	Sell	6,943 -3,390	-33%	-$231K	0.15%	76
2025 Q3	$702K	Sell	10,333 -5,448	-35%	-$357K	0.26%	59
2025 Q2	$1.01M	Sell	15,781 -2,370	-13%	-$139K	0.51%	43
2025 Q1	$1.02M	Buy	18,151 +1,006	+6%	+$59.9K	0.6%	42
2024 Q4	$999K	Sell	17,145 -1,255	-7%	-$74.4K	0.66%	38
2024 Q3	$1.05M	Sell	18,400 -3,474	-16%	-$189K	0.8%	29
2024 Q2	$1.17M	Sell	21,874 -7,023	-24%	-$365K	0.97%	25
2024 Q1	$1.52M	Buy	28,897 +3,352	+13%	+$165K	1.33%	18
2023 Q4	$1.17M	Buy	+25,545	New	+$1.09M	1.06%	19

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

Able Wealth Management's JMOM Position: Q2 2026 in Review

Able Wealth Management reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 30% in Q2 2026, selling an estimated $172K and leaving 5,030 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #87.

Able Wealth Management first reported a position in JMOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2024. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Able Wealth Management held 5,030 shares of JPMorgan US Momentum Factor ETF worth $430K as of Q2 2026.
Able Wealth Management sold 2,186 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $172K.
JPMorgan US Momentum Factor ETF made up 0.1% of Able Wealth Management's portfolio in Q2 2026, its #87 holding.
Able Wealth Management first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's JPMorgan US Momentum Factor ETF position peaked at $1.52M in Q1 2024.
159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.