Bank of America
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Bank of America’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Bank of America’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 		$3.84M Buy
56,584
+3,873
+7% +$271K ﹤0.01% 3655
2025
Q4 		$3.59M Buy
52,711
+5,596
+12% +$381K ﹤0.01% 3639
2025
Q3 		$3.2M Buy
47,115
+18,681
+66% +$1.22M ﹤0.01% 4412
2025
Q2 		$1.83M Buy
28,434
+5,449
+24% +$321K ﹤0.01% 4854
2025
Q1 		$1.3M Buy
22,985
+7,570
+49% +$450K ﹤0.01% 5038
2024
Q4 		$898K Sell
15,415
-398
-3% -$23.6K ﹤0.01% 5122
2024
Q3 		$903K Buy
15,813
+807
+5% +$43.9K ﹤0.01% 5116
2024
Q2 		$804K Buy
15,006
+7,456
+99% +$387K ﹤0.01% 5031
2024
Q1 		$398K Sell
7,550
-429
-5% -$21.1K ﹤0.01% 5477
2023
Q4 		$365K Buy
7,979
+3,444
+76% +$147K ﹤0.01% 5725
2023
Q3 		$186K Sell
4,535
-12,596
-74% -$535K ﹤0.01% 5936
2023
Q2 		$726K Sell
17,131
-909
-5% -$36.4K ﹤0.01% 4997
2023
Q1 		$716K Sell
18,040
-116
-0.6% -$4.52K ﹤0.01% 5130
2022
Q4 		$684K Buy
18,156
+8,350
+85% +$317K ﹤0.01% 5158
2022
Q3 		$345K Buy
9,806
+492
+5% +$19K ﹤0.01% 5645
2022
Q2 		$338K Buy
9,314
+4,342
+87% +$172K ﹤0.01% 5715
2022
Q1 		$219K Sell
4,972
-6,485
-57% -$282K ﹤0.01% 6408
2021
Q4 		$553K Buy
11,457
+6,615
+137% +$312K ﹤0.01% 5777
2021
Q3 		$212K Buy
4,842
+851
+21% +$38.3K ﹤0.01% 6268
2021
Q2 		$174K Sell
3,991
-35
-0.9% -$1.45K ﹤0.01% 6187
2021
Q1 		$158K Buy
4,026
+3,112
+340% +$123K ﹤0.01% 6181
2020
Q4 		$36K Sell
914
-309
-25% -$11.4K ﹤0.01% 6439
2020
Q3 		$42K Sell
1,223
-318
-21% -$10.7K ﹤0.01% 6080
2020
Q2 		$48K Buy
+1,541
New +$44.5K ﹤0.01% 5999
2020
Q1 		– Sell
-1,639
Closed -$50K – 7042
2019
Q4 		$50K Buy
1,639
+1,174
+252% +$34.5K ﹤0.01% 6262
2019
Q3 		$13K Hold
465
– – ﹤0.01% 6670
2019
Q2 		$13K Hold
465
– – ﹤0.01% 6659
2019
Q1 		$13K Buy
+465
New +$12.2K ﹤0.01% 6596
2018
Q4 		– Sell
-10,636
Closed -$305K – 7234
2018
Q3 		$305K Buy
+10,636
New +$299K ﹤0.01% 5250

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 $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $377B AUM 19.32% 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 $509M AUM 18.99% 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

Bank of America's JMOM Position: Q1 2026 in Review

Bank of America increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 7.3% in Q1 2026, buying an estimated $271K and bringing the position to 56,584 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #3655.

Bank of America first reported a position in JMOM in Q3 2018 and has held it in 29 quarters since. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • Bank of America held 56,584 shares of JPMorgan US Momentum Factor ETF worth $3.84M as of Q1 2026.
  • Bank of America bought 3,873 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $271K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3655 holding.
  • Bank of America first reported a position in JPMorgan US Momentum Factor ETF in Q3 2018 and has held it in 29 quarters since.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.