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Burk Holdings’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Burk Holdings’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 		$322K Hold
3,770
– – 0.12% 64
2026
Q1 		$256K Hold
3,770
– – 0.11% 66
2025
Q4 		$257K Hold
3,770
– – 0.12% 67
2025
Q3 		$256K Buy
+3,770
New +$247K 0.14% 64

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

Burk Holdings's JMOM Position: Q2 2026 in Review

Burk Holdings held its JPMorgan US Momentum Factor ETF (JMOM) position steady in Q2 2026 at 3,770 shares worth $322K. The position accounts for 0.12% of the portfolio, ranked #64.

Burk Holdings first reported a position in JMOM in Q3 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Burk Holdings held 3,770 shares of JPMorgan US Momentum Factor ETF worth $322K as of Q2 2026.
  • Burk Holdings left its JPMorgan US Momentum Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Momentum Factor ETF made up 0.12% of Burk Holdings's portfolio in Q2 2026, its #64 holding.
  • Burk Holdings first reported a position in JPMorgan US Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.