CP
JMOM icon

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
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
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

Castleview Partners's JMOM Position: Q2 2026 in Review

Castleview Partners increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 4.3% in Q2 2026, buying an estimated $16.8K and bringing the position to 5,174 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #125.

Castleview Partners first reported a position in JMOM in Q4 2024 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Castleview Partners held 5,174 shares of JPMorgan US Momentum Factor ETF worth $442K as of Q2 2026.
  • Castleview Partners bought 214 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $16.8K.
  • JPMorgan US Momentum Factor ETF made up 0.19% of Castleview Partners's portfolio in Q2 2026, its #125 holding.
  • Castleview Partners first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.