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

Ameritas Advisory Services’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
2025
Q3 		– Sell
-2,757
Closed -$177K – 2540
2025
Q2 		$177K Buy
+2,757
New +$162K 0.01% 781
2023
Q2 		– Sell
-822
Closed -$32.7K – 1602
2023
Q1 		$32.7K Buy
+822
New +$32K ﹤0.01% 1426

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BTI
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EH
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Ameritas Advisory Services's JMOM Position: Q3 2025 in Review

Ameritas Advisory Services sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2025, closing a stake of 2,757 shares — an estimated $177K sold.

Ameritas Advisory Services first reported a position in JMOM in Q1 2023 and held it in 2 quarters. The position peaked at $177K in Q2 2025. 123 funds tracked by Wall St. Rank hold JMOM as of Q3 2025.

  • Ameritas Advisory Services reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,757 JPMorgan US Momentum Factor ETF shares in Q3 2025, an estimated $177K.
  • Ameritas Advisory Services first reported a position in JPMorgan US Momentum Factor ETF in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's JPMorgan US Momentum Factor ETF position peaked at $177K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.