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 Q2	$1.07M	Sell	12,545 -436	-3%	-$34.2K	﹤0.01%	2254
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

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

Cambridge Investment Research Advisors's JMOM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 3.4% in Q2 2026, selling an estimated $34.2K and leaving 12,545 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Cambridge Investment Research Advisors first reported a position in JMOM in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Cambridge Investment Research Advisors held 12,545 shares of JPMorgan US Momentum Factor ETF worth $1.07M as of Q2 2026.
Cambridge Investment Research Advisors sold 436 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $34.2K.
JPMorgan US Momentum Factor ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2254 holding.
Cambridge Investment Research Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.