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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

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) 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. 142 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.
142 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.