Brightwater Advisory’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Brightwater Advisory’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	$599K	Hold	7,010	–	–	0.38%	41
2026 Q1	$476K	Sell	7,010 -22	-0.3%	-$1.54K	0.31%	46
2025 Q4	$479K	Sell	7,032 -535	-7%	-$36.4K	0.32%	46
2025 Q3	$514K	Sell	7,567 -107	-1%	-$7.01K	0.35%	45
2025 Q2	$493K	Sell	7,674 -1,012	-12%	-$59.5K	0.35%	44
2025 Q1	$490K	Sell	8,686 -809	-9%	-$48.1K	0.39%	43
2024 Q4	$553K	Sell	9,495 -1,704	-15%	-$101K	0.43%	38
2024 Q3	$640K	Sell	11,199 -1,953	-15%	-$106K	0.47%	37
2024 Q2	$705K	Sell	13,152 -9,126	-41%	-$474K	0.54%	33
2024 Q1	$1.17M	Buy	+22,278	New	+$1.09M	0.94%	27

Other funds holding JMOM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

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

Brightwater Advisory's JMOM Position: Q2 2026 in Review

Brightwater Advisory held its JPMorgan US Momentum Factor ETF (JMOM) position steady in Q2 2026 at 7,010 shares worth $599K. The position accounts for 0.38% of the portfolio, ranked #41.

Brightwater Advisory first reported a position in JMOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2024. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Brightwater Advisory held 7,010 shares of JPMorgan US Momentum Factor ETF worth $599K as of Q2 2026.
Brightwater Advisory left its JPMorgan US Momentum Factor ETF share count unchanged in Q2 2026.
JPMorgan US Momentum Factor ETF made up 0.38% of Brightwater Advisory's portfolio in Q2 2026, its #41 holding.
Brightwater Advisory first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
Brightwater Advisory's JPMorgan US Momentum Factor ETF position peaked at $1.17M in Q1 2024.
159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.