Brinker Capital Investments’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Brinker Capital Investments’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	$6.07M	Buy	89,381 +28,560	+47%	+$2M	0.05%	327
2025 Q4	$4.14M	Sell	60,821 -7,417	-11%	-$505K	0.03%	511
2025 Q3	$4.63M	Buy	68,238 +2,820	+4%	+$185K	0.04%	457
2025 Q2	$4.21M	Buy	65,418 +1,877	+3%	+$110K	0.04%	460
2025 Q1	$3.58M	Sell	63,541 -221	-0.3%	-$13.2K	0.04%	460
2024 Q4	$3.72M	Buy	63,762 +4,722	+8%	+$280K	0.04%	417
2024 Q3	$3.37M	Sell	59,040 -3,288	-5%	-$179K	0.03%	450
2024 Q2	$3.34M	Buy	+62,328	New	+$3.24M	0.04%	426

Other funds holding JMOM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return