Cabot Wealth Management
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Cabot Wealth Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Cabot Wealth Management’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
Q3 		$15.1M Buy
181,638
+9,064
+5% +$751K 1.52% 25
2026
Q2 		$14.7M Buy
+172,574
New +$13.5M 1.5% 25

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Cassia Capital Partners
Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Cabot Wealth Management's JMOM Position: Q3 2026 in Review

Cabot Wealth Management increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 5.3% in Q3 2026, buying an estimated $751K and bringing the position to 181,638 shares worth $15.1M. The position accounts for 1.52% of the portfolio, ranked #25.

Cabot Wealth Management first reported a position in JMOM in Q2 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

  • Cabot Wealth Management held 181,638 shares of JPMorgan US Momentum Factor ETF worth $15.1M as of Q3 2026.
  • Cabot Wealth Management bought 9,064 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $751K.
  • JPMorgan US Momentum Factor ETF made up 1.52% of Cabot Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Cabot Wealth Management first reported a position in JPMorgan US Momentum Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.