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Cliff Asness’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Cliff Asness’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 		$2.59M Buy
30,299
+3,865
+15% +$303K ﹤0.01% 2450
2026
Q1 		$1.8M Buy
26,434
+6,533
+33% +$456K ﹤0.01% 2425
2025
Q4 		$1.36M Buy
19,901
+10,508
+112% +$716K ﹤0.01% 2373
2025
Q3 		$638K Buy
9,393
+2,344
+33% +$154K ﹤0.01% 2683
2025
Q2 		$453K Buy
+7,049
New +$415K ﹤0.01% 2670

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

Cliff Asness's JMOM Position: Q2 2026 in Review

Cliff Asness increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 15% in Q2 2026, buying an estimated $303K and bringing the position to 30,299 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Cliff Asness first reported a position in JMOM in Q2 2025 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Cliff Asness held 30,299 shares of JPMorgan US Momentum Factor ETF worth $2.59M as of Q2 2026.
  • Cliff Asness bought 3,865 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $303K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2450 holding.
  • Cliff Asness first reported a position in JPMorgan US Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 157 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.