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

AE 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 		$1.1M Buy
12,887
+256
+2% +$20.1K 0.01% 876
2026
Q1 		$858K Buy
12,631
+12,246
+3,181% +$856K ﹤0.01% 884
2025
Q4 		$26.2K Buy
385
+264
+218% +$18K ﹤0.01% 1980
2025
Q3 		$8.22K Hold
121
– – ﹤0.01% 2023
2025
Q2 		$7.78K Hold
121
– – ﹤0.01% 1908
2025
Q1 		$6.82K Hold
121
– – ﹤0.01% 1901
2024
Q4 		$7.05K Buy
+121
New +$7.18K ﹤0.01% 1879

Other funds holding JMOM

Wealth Enhancement Advisory Services
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
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

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

AE Wealth Management increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 2% in Q2 2026, buying an estimated $20.1K and bringing the position to 12,887 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #876.

AE Wealth Management 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.

  • AE Wealth Management held 12,887 shares of JPMorgan US Momentum Factor ETF worth $1.1M as of Q2 2026.
  • AE Wealth Management bought 256 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $20.1K.
  • JPMorgan US Momentum Factor ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #876 holding.
  • AE Wealth Management 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 AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.