Arlington Trust’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Arlington Trust’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	$42.7K	Hold	500	–	–	﹤0.01%	291
2026 Q1	$34K	Hold	500	–	–	﹤0.01%	265
2025 Q4	$34.1K	Hold	500	–	–	﹤0.01%	226
2025 Q3	$34K	Sell	500 -396	-44%	-$25.9K	0.01%	397
2025 Q2	$57.6K	Hold	896	–	–	0.01%	340
2025 Q1	$50.5K	Hold	896	–	–	0.01%	355
2024 Q4	$52.2K	Hold	896	–	–	0.01%	340
2024 Q3	$51.2K	Sell	896 -141	-14%	-$7.67K	0.01%	329
2024 Q2	$55.6K	Hold	1,037	–	–	0.01%	319
2024 Q1	$54.6K	Sell	1,037 -593	-36%	-$29.1K	0.01%	275
2023 Q4	$74.5K	Buy	+1,630	New	+$69.5K	0.02%	249

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Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return