Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$882K Buy
12,981
+1,086
+9% +$75.9K ﹤0.01% 2285
2025
Q4 		$811K Buy
11,895
+2,743
+30% +$187K ﹤0.01% 2273
2025
Q3 		$621K Buy
9,152
+3,431
+60% +$225K ﹤0.01% 2466
2025
Q2 		$368K Buy
+5,721
New +$337K ﹤0.01% 2810

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 $8.74B AUM 14.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Cambridge Investment Research Advisors's JMOM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 9.1% in Q1 2026, buying an estimated $75.9K and bringing the position to 12,981 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Cambridge Investment Research Advisors first reported a position in JMOM in Q2 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • Cambridge Investment Research Advisors held 12,981 shares of JPMorgan US Momentum Factor ETF worth $882K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 1,086 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $75.9K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2285 holding.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.