Allworth Financial’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Allworth Financial’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	$15.4K	Sell	180 -172	-49%	-$13.5K	﹤0.01%	3401
2026 Q1	$23.9K	Hold	352	–	–	﹤0.01%	2862
2025 Q4	$24K	Buy	352 +95	+37%	+$6.47K	﹤0.01%	2686
2025 Q3	$17.5K	Hold	257	–	–	﹤0.01%	2788
2025 Q2	$16.5K	Hold	257	–	–	﹤0.01%	2639
2025 Q1	$14.5K	Hold	257	–	–	﹤0.01%	2260
2024 Q4	$15.9K	Buy	+257	New	+$15.2K	﹤0.01%	2229
2024 Q3	–	Hold	0	–	–	–	3743
2024 Q2	–	Hold	0	–	–	–	3687
2024 Q1	–	Hold	0	–	–	–	3593
2023 Q4	–	Hold	0	–	–	–	3443
2023 Q3	–	Hold	0	–	–	–	3412

Other funds holding JMOM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B 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 $315M AUM 12.9% 1-Year Est. Return

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

Allworth Financial's JMOM Position: Q2 2026 in Review

Allworth Financial reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 49% in Q2 2026, selling an estimated $13.5K and leaving 180 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3401.

Allworth Financial first reported a position in JMOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $24K in Q4 2025. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Allworth Financial held 180 shares of JPMorgan US Momentum Factor ETF worth $15.4K as of Q2 2026.
Allworth Financial sold 172 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $13.5K.
JPMorgan US Momentum Factor ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3401 holding.
Allworth Financial first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
Allworth Financial's JPMorgan US Momentum Factor ETF position peaked at $24K in Q4 2025.
159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.