Cetera Investment Advisers
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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
Q2 		$3.55M Sell
41,528
-452
-1% -$35.5K ﹤0.01% 1868
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 $59.8B 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

Cetera Investment Advisers's JMOM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 1.1% in Q2 2026, selling an estimated $35.5K and leaving 41,528 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Cetera Investment Advisers first reported a position in JMOM in Q1 2024 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Cetera Investment Advisers held 41,528 shares of JPMorgan US Momentum Factor ETF worth $3.55M as of Q2 2026.
  • Cetera Investment Advisers sold 452 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $35.5K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1868 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.