AF
JMOM icon

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
EH
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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
MCA
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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return