Atwood & Palmer’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Atwood & Palmer’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	-47	Closed	-$3.2K	–	546
2025 Q4	$3.2K	Buy	+47	New	+$3.2K	﹤0.01%	428

Other funds holding JMOM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Atwood & Palmer's JMOM Position: Q1 2026 in Review

Atwood & Palmer sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2026, closing a stake of 47 shares — an estimated $3.2K sold.

Atwood & Palmer first reported a position in JMOM in Q4 2025 and held it in 1 quarter. The position peaked at $3.2K in Q4 2025. 142 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

Atwood & Palmer reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
Atwood & Palmer sold 47 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $3.2K.
Atwood & Palmer first reported a position in JPMorgan US Momentum Factor ETF in Q4 2025 and held it in 1 quarter.
Atwood & Palmer's JPMorgan US Momentum Factor ETF position peaked at $3.2K in Q4 2025.
142 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.