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Bay Colony Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Bay Colony 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
2026
Q2 		– Sell
-3,550
Closed -$241K – 528
2026
Q1 		$241K Buy
3,550
+382
+12% +$26.7K 0.03% 435
2025
Q4 		$216K Buy
+3,168
New +$216K 0.03% 460

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
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

Bay Colony Advisors's JMOM Position: Q2 2026 in Review

Bay Colony Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026, closing a stake of 3,550 shares — an estimated $241K sold.

Bay Colony Advisors first reported a position in JMOM in Q4 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2026. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Bay Colony Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Bay Colony Advisors sold 3,550 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $241K.
  • Bay Colony Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q4 2025 and held it in 2 quarters.
  • Bay Colony Advisors's JPMorgan US Momentum Factor ETF position peaked at $241K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.