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

Blue Oak 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
2025
Q2 		$1.53M Buy
23,787
+1,237
+5% +$72.8K 0.8% 28
2025
Q1 		$1.27M Buy
22,550
+8,839
+64% +$526K 0.7% 28
2024
Q4 		$799K Buy
+13,711
New +$813K 0.49% 35

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

Blue Oak Capital's JMOM Position: Q2 2025 in Review

Blue Oak Capital increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 5.5% in Q2 2025, buying an estimated $72.8K and bringing the position to 23,787 shares worth $1.53M. The position accounts for 0.8% of the portfolio, ranked #28.

Blue Oak Capital first reported a position in JMOM in Q4 2024 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold JMOM as of Q2 2025.

  • Blue Oak Capital held 23,787 shares of JPMorgan US Momentum Factor ETF worth $1.53M as of Q2 2025.
  • Blue Oak Capital bought 1,237 JPMorgan US Momentum Factor ETF shares in Q2 2025, an estimated $72.8K.
  • JPMorgan US Momentum Factor ETF made up 0.8% of Blue Oak Capital's portfolio in Q2 2025, its #28 holding.
  • Blue Oak Capital first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.