Blue Trust Inc
JMOM icon

Blue Trust Inc’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Blue Trust Inc’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
Q3 		$378M Sell
4,540,132
-271,193
-6% -$22.5M 3.98% 8
2026
Q2 		$411M Buy
4,811,325
+43,879
+0.9% +$3.44M 4.31% 9
2026
Q1 		$324M Buy
4,767,446
+83,512
+2% +$5.84M 3.71% 10
2025
Q4 		$319M Buy
4,683,934
+395,006
+9% +$26.9M 3.61% 10
2025
Q3 		$291M Sell
4,288,928
-9,150
-0.2% -$599K 3.27% 12
2025
Q2 		$276M Buy
4,298,078
+156,450
+4% +$9.2M 3.26% 13
2025
Q1 		$233M Buy
4,141,628
+153,337
+4% +$9.12M 2.99% 13
2024
Q4 		$232M Buy
3,988,291
+794,569
+25% +$47.1M 2.98% 13
2024
Q3 		$171M Buy
3,193,722
+53,566
+2% +$2.92M 2.23% 16
2024
Q2 		$165M Sell
3,140,156
-12,440
-0.4% -$647K 2.27% 16
2024
Q1 		$166M Buy
3,152,596
+377,171
+14% +$18.5M 2.34% 16
2023
Q4 		$114M Sell
2,775,425
-23,102
-0.8% -$985K 1.83% 19
2023
Q3 		$119M Buy
2,798,527
+905
+0% +$38.4K 1.81% 20
2023
Q2 		$111M Sell
2,797,622
-93,566
-3% -$3.75M 1.76% 20
2023
Q1 		$109M Buy
2,891,188
+12,459
+0.4% +$485K 1.79% 20
2022
Q4 		$101M Sell
2,878,729
-606
-0% -$23K 1.81% 21
2022
Q3 		$105M Sell
2,879,335
-126,528
-4% -$4.89M 1.84% 21
2022
Q2 		$132M Buy
+3,005,863
New +$119M 2.06% 20

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return
Cassia Capital Partners
Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Blue Trust Inc's JMOM Position: Q3 2026 in Review

Blue Trust Inc reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 5.6% in Q3 2026, selling an estimated $22.5M and leaving 4,540,132 shares worth $378M. The position accounts for 3.98% of the portfolio, ranked #8.

Blue Trust Inc first reported a position in JMOM in Q2 2022 and has held it in 18 quarters since. The position peaked at $411M in Q2 2026. 99 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

  • Blue Trust Inc held 4,540,132 shares of JPMorgan US Momentum Factor ETF worth $378M as of Q3 2026.
  • Blue Trust Inc sold 271,193 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $22.5M.
  • JPMorgan US Momentum Factor ETF made up 3.98% of Blue Trust Inc's portfolio in Q3 2026, its #8 holding.
  • Blue Trust Inc first reported a position in JPMorgan US Momentum Factor ETF in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's JPMorgan US Momentum Factor ETF position peaked at $411M in Q2 2026.
  • 99 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.