CFS Investment Advisory Services’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

CFS Investment Advisory Services’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	$2.23M	Sell	26,761 -3,144	-11%	-$247K	0.15%	127
2026 Q1	$2.24M	Buy	29,905 +1,838	+7%	+$128K	0.15%	117
2025 Q4	$1.91M	Buy	28,067 +7,993	+40%	+$544K	0.14%	125
2025 Q3	$1.38M	Sell	20,074 -128	-0.6%	-$8.39K	0.1%	154
2025 Q2	$1.3M	Sell	20,202 -192	-0.9%	-$11.3K	0.11%	150
2025 Q1	$1.15M	Buy	+20,394	New	+$1.21M	0.1%	158

Other funds holding JMOM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CFS Investment Advisory Services's JMOM Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 11% in Q2 2026, selling an estimated $247K and leaving 26,761 shares worth $2.23M. The position accounts for 0.15% of the portfolio, ranked #127.

CFS Investment Advisory Services first reported a position in JMOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q1 2026. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

CFS Investment Advisory Services held 26,761 shares of JPMorgan US Momentum Factor ETF worth $2.23M as of Q2 2026.
CFS Investment Advisory Services sold 3,144 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $247K.
JPMorgan US Momentum Factor ETF made up 0.15% of CFS Investment Advisory Services's portfolio in Q2 2026, its #127 holding.
CFS Investment Advisory Services first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
CFS Investment Advisory Services's JPMorgan US Momentum Factor ETF position peaked at $2.24M in Q1 2026.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.