AWA
JMOM icon

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
Q2 		$17M Buy
206,445
+17,581
+9% +$1.38M 2.1% 8
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 $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
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

ARQ Wealth Advisors's JMOM Position: Q2 2026 in Review

ARQ Wealth Advisors increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 9.3% in Q2 2026, buying an estimated $1.38M and bringing the position to 206,445 shares worth $17M. The position accounts for 2.1% of the portfolio, ranked #8.

ARQ Wealth Advisors first reported a position in JMOM in Q1 2024 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • ARQ Wealth Advisors held 206,445 shares of JPMorgan US Momentum Factor ETF worth $17M as of Q2 2026.
  • ARQ Wealth Advisors bought 17,581 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $1.38M.
  • JPMorgan US Momentum Factor ETF made up 2.1% of ARQ Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • ARQ Wealth Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.