AWM Capital’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

AWM Capital’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	$297K	Buy	3,474 +6	+0.2%	+$471	0.02%	103
2026 Q1	$236K	Buy	3,468 +7	+0.2%	+$489	0.02%	108
2025 Q4	$236K	Buy	3,461 +8	+0.2%	+$545	0.02%	94
2025 Q3	$234K	Buy	3,453 +9	+0.3%	+$590	0.02%	94
2025 Q2	$221K	Buy	+3,444	New	+$203K	0.02%	95
2025 Q1	–	Sell	-3,441	Closed	-$201K	–	107
2024 Q4	$201K	Buy	+3,441	New	+$204K	0.02%	93

Other funds holding JMOM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

AWM Capital's JMOM Position: Q2 2026 in Review

AWM Capital increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.17% in Q2 2026, buying an estimated $471 and bringing the position to 3,474 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #103.

AWM Capital first reported a position in JMOM in Q4 2024 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

AWM Capital held 3,474 shares of JPMorgan US Momentum Factor ETF worth $297K as of Q2 2026.
AWM Capital bought 6 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $471.
JPMorgan US Momentum Factor ETF made up 0.02% of AWM Capital's portfolio in Q2 2026, its #103 holding.
AWM Capital first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.