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 Q2	$5.55M	Sell	65,000 -24,381	-27%	-$1.91M	0.04%	364
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 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

Brinker Capital Investments's JMOM Position: Q2 2026 in Review

Brinker Capital Investments reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 27% in Q2 2026, selling an estimated $1.91M and leaving 65,000 shares worth $5.55M. The position accounts for 0.04% of the portfolio, ranked #364.

Brinker Capital Investments first reported a position in JMOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.07M in Q1 2026. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Brinker Capital Investments held 65,000 shares of JPMorgan US Momentum Factor ETF worth $5.55M as of Q2 2026.
Brinker Capital Investments sold 24,381 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $1.91M.
JPMorgan US Momentum Factor ETF made up 0.04% of Brinker Capital Investments's portfolio in Q2 2026, its #364 holding.
Brinker Capital Investments first reported a position in JPMorgan US Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
Brinker Capital Investments's JPMorgan US Momentum Factor ETF position peaked at $6.07M in Q1 2026.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.