AWA
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ARQ Wealth Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

ARQ Wealth Advisors’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 		$12.8M Buy
188,864
+13,930
+8% +$973K 2.31% 4
2025
Q4 		$11.9M Buy
174,934
+11,494
+7% +$783K 3.22% 3
2025
Q3 		$11.1M Sell
163,440
-8,557
-5% -$561K 3.28% 4
2025
Q2 		$9.69M Hold
171,997
– – 3.33% 8
2025
Q1 		$9.69M Sell
171,997
-6,112
-3% -$364K 3.6% 7
2024
Q4 		$10.4M Sell
178,109
-373
-0.2% -$22.1K 3.95% 4
2024
Q3 		$9.95M Buy
178,482
+3,649
+2% +$199K 3.76% 8
2024
Q2 		$9.37M Buy
174,833
+4,077
+2% +$212K 4.05% 5
2024
Q1 		$9M Buy
+170,756
New +$8.39M 3.91% 7

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 $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 $1.56T 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 $377B 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 $38.1B AUM 19.66% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $506M AUM 20.16% 1-Year Est. Return