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B. Riley Wealth Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-11,473
Closed -$647K – 1228
2025
Q1 		$647K Buy
+11,473
New +$683K 0.02% 664

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
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

B. Riley Wealth Advisors's JMOM Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2025, closing a stake of 11,473 shares — an estimated $647K sold.

B. Riley Wealth Advisors first reported a position in JMOM in Q1 2025 and held it in 1 quarter. The position peaked at $647K in Q1 2025. 119 funds tracked by Wall St. Rank hold JMOM as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,473 JPMorgan US Momentum Factor ETF shares in Q2 2025, an estimated $647K.
  • B. Riley Wealth Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's JPMorgan US Momentum Factor ETF position peaked at $647K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.