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 Q2	$2.14M	Buy	25,090 +11,173	+80%	+$877K	﹤0.01%	2050
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 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

Commonwealth Equity Services's JMOM Position: Q2 2026 in Review

Commonwealth Equity Services increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 80% in Q2 2026, buying an estimated $877K and bringing the position to 25,090 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Commonwealth Equity Services first reported a position in JMOM in Q4 2023 and has held it in 11 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Commonwealth Equity Services held 25,090 shares of JPMorgan US Momentum Factor ETF worth $2.14M as of Q2 2026.
Commonwealth Equity Services bought 11,173 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $877K.
JPMorgan US Momentum Factor ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2050 holding.
Commonwealth Equity Services first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.