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 Q3	$452K	Buy	5,301 +271	+5%	+$22.4K	0.1%	88
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 $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Able Wealth Management's JMOM Position: Q3 2026 in Review

Able Wealth Management increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 5.4% in Q3 2026, buying an estimated $22.4K and bringing the position to 5,301 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #88.

Able Wealth Management first reported a position in JMOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q1 2024. 47 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

Able Wealth Management held 5,301 shares of JPMorgan US Momentum Factor ETF worth $452K as of Q3 2026.
Able Wealth Management bought 271 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $22.4K.
JPMorgan US Momentum Factor ETF made up 0.1% of Able Wealth Management's portfolio in Q3 2026, its #88 holding.
Able Wealth Management first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and has held it in 12 quarters since.
Able Wealth Management's JPMorgan US Momentum Factor ETF position peaked at $1.52M in Q1 2024.
47 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.