CIA
JMOM icon

Concurrent Investment Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Concurrent Investment Advisors’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 		$491K Buy
5,744
+1,424
+33% +$112K ﹤0.01% 1412
2026
Q1 		$293K Buy
+4,320
New +$302K ﹤0.01% 1523

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

Concurrent Investment Advisors's JMOM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 33% in Q2 2026, buying an estimated $112K and bringing the position to 5,744 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Concurrent Investment Advisors first reported a position in JMOM in Q1 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Concurrent Investment Advisors held 5,744 shares of JPMorgan US Momentum Factor ETF worth $491K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,424 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $112K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1412 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.