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Cassia Capital Partners’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Cassia Capital Partners’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 		$11.7M Sell
137,154
-4,322
-3% -$339K 5.68% 6
2026
Q1 		$9.61M Buy
141,476
+11,610
+9% +$811K 4.94% 7
2025
Q4 		$8.85M Sell
129,866
-3,888
-3% -$265K 4.79% 9
2025
Q3 		$9.08M Sell
133,754
-194
-0.1% -$12.7K 4.96% 9
2025
Q2 		$8.61M Sell
133,948
-3,041
-2% -$179K 5.18% 8
2025
Q1 		$7.72M Sell
136,989
-2,075
-1% -$123K 4.82% 8
2024
Q4 		$8.1M Sell
139,064
-2,103
-1% -$125K 5.17% 8
2024
Q3 		$8.06M Sell
141,167
-4,031
-3% -$219K 5.32% 8
2024
Q2 		$7.78M Buy
145,198
+3,370
+2% +$175K 5.13% 7
2024
Q1 		$7.47M Buy
141,828
+37,573
+36% +$1.85M 4.97% 7
2023
Q4 		$4.77M Buy
104,255
+64,040
+159% +$2.73M 3.96% 8
2023
Q3 		$1.65M Buy
+40,215
New +$1.71M 1.35% 9

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

Cassia Capital Partners's JMOM Position: Q2 2026 in Review

Cassia Capital Partners reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 3.1% in Q2 2026, selling an estimated $339K and leaving 137,154 shares worth $11.7M. The position accounts for 5.68% of the portfolio, ranked #6.

Cassia Capital Partners first reported a position in JMOM in Q3 2023 and has held it in 12 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Cassia Capital Partners held 137,154 shares of JPMorgan US Momentum Factor ETF worth $11.7M as of Q2 2026.
  • Cassia Capital Partners sold 4,322 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $339K.
  • JPMorgan US Momentum Factor ETF made up 5.68% of Cassia Capital Partners's portfolio in Q2 2026, its #6 holding.
  • Cassia Capital Partners first reported a position in JPMorgan US Momentum Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.