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Belpointe Asset Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Belpointe Asset Management’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 		$2.29M Buy
26,836
+4,546
+20% +$357K 0.07% 241
2026
Q1 		$1.51M Buy
22,290
+2,251
+11% +$157K 0.06% 312
2025
Q4 		$1.37M Buy
20,039
+3,887
+24% +$265K 0.05% 328
2025
Q3 		$1.1M Buy
16,152
+4,331
+37% +$284K 0.04% 374
2025
Q2 		$760K Sell
11,821
-243
-2% -$14.3K 0.03% 438
2025
Q1 		$680K Buy
+12,064
New +$718K 0.04% 455

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

Belpointe Asset Management's JMOM Position: Q2 2026 in Review

Belpointe Asset Management increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 20% in Q2 2026, buying an estimated $357K and bringing the position to 26,836 shares worth $2.29M. The position accounts for 0.07% of the portfolio, ranked #241.

Belpointe Asset Management first reported a position in JMOM in Q1 2025 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Belpointe Asset Management held 26,836 shares of JPMorgan US Momentum Factor ETF worth $2.29M as of Q2 2026.
  • Belpointe Asset Management bought 4,546 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $357K.
  • JPMorgan US Momentum Factor ETF made up 0.07% of Belpointe Asset Management's portfolio in Q2 2026, its #241 holding.
  • Belpointe Asset Management first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 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 Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.