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 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 $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Brightwater Advisory's JMOM Position: Q1 2026 in Review

Brightwater Advisory reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.31% in Q1 2026, selling an estimated $1.54K and leaving 7,010 shares worth $476K. The position accounts for 0.31% of the portfolio, ranked #46.

Brightwater Advisory first reported a position in JMOM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q1 2024. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

Brightwater Advisory held 7,010 shares of JPMorgan US Momentum Factor ETF worth $476K as of Q1 2026.
Brightwater Advisory sold 22 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $1.54K.
JPMorgan US Momentum Factor ETF made up 0.31% of Brightwater Advisory's portfolio in Q1 2026, its #46 holding.
Brightwater Advisory first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and has held it in 9 quarters since.
Brightwater Advisory's JPMorgan US Momentum Factor ETF position peaked at $1.17M in Q1 2024.
141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.