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

Castleview 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 Q3	$430K	Sell	5,164 -10	-0.2%	-$828	0.19%	132
2026 Q2	$442K	Buy	5,174 +214	+4%	+$16.8K	0.19%	125
2026 Q1	$337K	Buy	4,960 +175	+4%	+$12.2K	0.17%	132
2025 Q4	$326K	Buy	4,785 +259	+6%	+$17.6K	0.16%	131
2025 Q3	$307K	Sell	4,526 -986	-18%	-$64.6K	0.17%	131
2025 Q2	$354K	Buy	+5,512	New	+$324K	0.23%	108
2025 Q1	–	Sell	-1,082	Closed	-$63.2K	–	382
2024 Q4	$63.2K	Buy	+1,082	New	+$64.2K	0.03%	306

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

SPA

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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Castleview Partners's JMOM Position: Q3 2026 in Review

Castleview Partners reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.19% in Q3 2026, selling an estimated $828 and leaving 5,164 shares worth $430K. The position accounts for 0.19% of the portfolio, ranked #132.

Castleview Partners first reported a position in JMOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q2 2026. 19 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

Castleview Partners held 5,164 shares of JPMorgan US Momentum Factor ETF worth $430K as of Q3 2026.
Castleview Partners sold 10 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $828.
JPMorgan US Momentum Factor ETF made up 0.19% of Castleview Partners's portfolio in Q3 2026, its #132 holding.
Castleview Partners first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
Castleview Partners's JPMorgan US Momentum Factor ETF position peaked at $442K in Q2 2026.
19 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.