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 Q2	$1.24M	Sell	14,560 -75	-0.5%	-$5.89K	0.01%	902
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	–	2606
2023 Q4	$102K	Buy	+2,238	New	+$95.5K	﹤0.01%	1635
2023 Q2	–	Sell	-194	Closed	-$7.7K	–	2577
2023 Q1	$7.7K	Buy	+194	New	+$7.55K	﹤0.01%	2979

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

Advisory Services Network's JMOM Position: Q2 2026 in Review

Advisory Services Network reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.51% in Q2 2026, selling an estimated $5.89K and leaving 14,560 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #902.

Advisory Services Network first reported a position in JMOM in Q1 2023 and has held it in 8 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Advisory Services Network held 14,560 shares of JPMorgan US Momentum Factor ETF worth $1.24M as of Q2 2026.
Advisory Services Network sold 75 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $5.89K.
JPMorgan US Momentum Factor ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #902 holding.
Advisory Services Network first reported a position in JPMorgan US Momentum Factor ETF in Q1 2023 and has held it in 8 quarters since.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.