Cetera Investment Advisers
JMOM icon

Cetera Investment Advisers’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Cetera Investment Advisers’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 		$2.85M Buy
41,980
+1,903
+5% +$133K ﹤0.01% 1951
2025
Q4 		$2.73M Buy
40,077
+1,219
+3% +$83K ﹤0.01% 1945
2025
Q3 		$2.64M Sell
38,858
-391
-1% -$25.6K ﹤0.01% 1933
2025
Q2 		$2.52M Buy
39,249
+98
+0.3% +$5.76K ﹤0.01% 1683
2025
Q1 		$2.21M Sell
39,151
-385
-1% -$22.9K ﹤0.01% 1676
2024
Q4 		$2.3M Sell
39,536
-811
-2% -$48.1K ﹤0.01% 1543
2024
Q3 		$2.31M Buy
40,347
+701
+2% +$38.2K 0.01% 1527
2024
Q2 		$2.12M Buy
39,646
+2,194
+6% +$114K ﹤0.01% 1529
2024
Q1 		$1.97M Buy
+37,452
New +$1.84M ﹤0.01% 1553

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 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 $38B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return