AssetMark Inc
JMOM icon

AssetMark Inc’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

AssetMark Inc’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 		$21.2K Buy
248
+121
+95% +$9.5K ﹤0.01% 2152
2026
Q1 		$8.63K Hold
127
– – ﹤0.01% 2366
2025
Q4 		$8.65K Buy
127
+126
+12,600% +$8.58K ﹤0.01% 2263
2025
Q3 		$68 Hold
1
– – ﹤0.01% 3143
2025
Q2 		$64 Sell
1
-561
-100% -$33K ﹤0.01% 2967
2025
Q1 		$31.7K Hold
562
– – ﹤0.01% 1574
2024
Q4 		$32.7K Hold
562
– – ﹤0.01% 1530
2024
Q3 		$32.1K Buy
+562
New +$30.6K ﹤0.01% 1392

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

AssetMark Inc's JMOM Position: Q2 2026 in Review

AssetMark Inc increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 95% in Q2 2026, buying an estimated $9.5K and bringing the position to 248 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

AssetMark Inc first reported a position in JMOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $32.7K in Q4 2024. 92 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • AssetMark Inc held 248 shares of JPMorgan US Momentum Factor ETF worth $21.2K as of Q2 2026.
  • AssetMark Inc bought 121 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $9.5K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2152 holding.
  • AssetMark Inc first reported a position in JPMorgan US Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • AssetMark Inc's JPMorgan US Momentum Factor ETF position peaked at $32.7K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.