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 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 $59.8B AUM 29.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Cabot Wealth Management's JMOM Position: Q2 2026 in Review

Cabot Wealth Management opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026: 172,574 shares worth $14.7M. The stake represents 1.5% of the portfolio and ranks #25 among its holdings.

68 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Cabot Wealth Management held 172,574 shares of JPMorgan US Momentum Factor ETF worth $14.7M as of Q2 2026.
JPMorgan US Momentum Factor ETF was a new Cabot Wealth Management position in Q2 2026.
JPMorgan US Momentum Factor ETF made up 1.5% of Cabot Wealth Management's portfolio in Q2 2026, its #25 holding.
68 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.