Commonwealth Equity Services
JMOM icon

Commonwealth Equity Services’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Commonwealth Equity 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
Q1 		$945K Sell
13,917
-357
-3% -$24.9K ﹤0.01% 2661
2025
Q4 		$973K Buy
14,274
+5,751
+67% +$392K ﹤0.01% 2597
2025
Q3 		$579K Sell
8,523
-325
-4% -$21.3K ﹤0.01% 3054
2025
Q2 		$569K Buy
8,848
+2
+0% +$118 ﹤0.01% 3041
2025
Q1 		$499K Sell
8,846
-166
-2% -$9.88K ﹤0.01% 3022
2024
Q4 		$525K Sell
9,012
-49
-0.5% -$2.91K ﹤0.01% 2914
2024
Q3 		$518K Buy
9,061
+183
+2% +$9.96K ﹤0.01% 2867
2024
Q2 		$476K Sell
8,878
-121
-1% -$6.29K ﹤0.01% 2876
2024
Q1 		$474K Buy
8,999
+2,023
+29% +$99.4K ﹤0.01% 2864
2023
Q4 		$319K Buy
+6,976
New +$298K ﹤0.01% 3122

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