AI
JMOM icon

Atria Investments’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Atria Investments’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 		– Sell
-41,504
Closed -$2.83M – 2108
2025
Q4 		$2.83M Buy
41,504
+9,405
+29% +$641K 0.03% 587
2025
Q3 		$2.18M Buy
+32,099
New +$2.1M 0.02% 690

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Atria Investments's JMOM Position: Q1 2026 in Review

Atria Investments sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2026, closing a stake of 41,504 shares — an estimated $2.83M sold.

Atria Investments first reported a position in JMOM in Q3 2025 and held it in 2 quarters. The position peaked at $2.83M in Q4 2025. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • Atria Investments reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 41,504 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $2.83M.
  • Atria Investments first reported a position in JPMorgan US Momentum Factor ETF in Q3 2025 and held it in 2 quarters.
  • Atria Investments's JPMorgan US Momentum Factor ETF position peaked at $2.83M in Q4 2025.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.