Advisory Services Network’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Advisory Services Network’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 Q1	$994K	Buy	14,635 +422	+3%	+$29.5K	0.01%	943
2025 Q4	$969K	Sell	14,213 -397	-3%	-$27K	0.01%	901
2025 Q3	$992K	Sell	14,610 -514	-3%	-$33.7K	0.01%	864
2025 Q2	$979K	Buy	15,124 +251	+2%	+$14.8K	0.02%	832
2025 Q1	$838K	Buy	+14,873	New	+$885K	0.02%	844
2024 Q1	–	Sell	-2,238	Closed	-$102K	–	2611
2023 Q4	$102K	Buy	+2,238	New	+$95.5K	﹤0.01%	1635
2023 Q2	–	Sell	-194	Closed	-$7.7K	–	2581
2023 Q1	$7.7K	Buy	+194	New	+$7.55K	﹤0.01%	2979

Other funds holding JMOM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return