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Brookwood Investment Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Brookwood Investment Group’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 		$633K Sell
7,407
-1,510
-17% -$119K 0.07% 263
2026
Q1 		$606K Buy
8,917
+425
+5% +$29.7K 0.07% 249
2025
Q4 		$579K Buy
8,492
+534
+7% +$36.4K 0.07% 256
2025
Q3 		$540K Buy
7,958
+213
+3% +$14K 0.07% 249
2025
Q2 		$498K Buy
7,745
+371
+5% +$21.8K 0.08% 231
2025
Q1 		$416K Buy
+7,374
New +$439K 0.07% 251

Other funds holding JMOM

Wealth Enhancement Advisory Services
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
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

Brookwood Investment Group's JMOM Position: Q2 2026 in Review

Brookwood Investment Group reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 17% in Q2 2026, selling an estimated $119K and leaving 7,407 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #263.

Brookwood Investment Group first reported a position in JMOM in Q1 2025 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Brookwood Investment Group held 7,407 shares of JPMorgan US Momentum Factor ETF worth $633K as of Q2 2026.
  • Brookwood Investment Group sold 1,510 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $119K.
  • JPMorgan US Momentum Factor ETF made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #263 holding.
  • Brookwood Investment Group first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.