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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
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 $59.8B AUM 29.42% 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
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Blue Trust Inc's JMOM Position: Q2 2026 in Review

Blue Trust Inc increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.92% in Q2 2026, buying an estimated $3.44M and bringing the position to 4,811,325 shares worth $411M. The position accounts for 4.31% of the portfolio, ranked #9.

Blue Trust Inc first reported a position in JMOM in Q2 2022 and has held it in 17 quarters since. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Blue Trust Inc held 4,811,325 shares of JPMorgan US Momentum Factor ETF worth $411M as of Q2 2026.
  • Blue Trust Inc bought 43,879 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $3.44M.
  • JPMorgan US Momentum Factor ETF made up 4.31% of Blue Trust Inc's portfolio in Q2 2026, its #9 holding.
  • Blue Trust Inc first reported a position in JPMorgan US Momentum Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.