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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

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

Arlington Trust's JMOM Position: Q2 2026 in Review

Arlington Trust held its JPMorgan US Momentum Factor ETF (JMOM) position steady in Q2 2026 at 500 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Arlington Trust first reported a position in JMOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $74.5K in Q4 2023. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Arlington Trust held 500 shares of JPMorgan US Momentum Factor ETF worth $42.7K as of Q2 2026.
  • Arlington Trust left its JPMorgan US Momentum Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #291 holding.
  • Arlington Trust first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Arlington Trust's JPMorgan US Momentum Factor ETF position peaked at $74.5K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.