Corient Private Wealth
JMOM icon

Corient Private Wealth’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Corient Private Wealth’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 		$9.34M Sell
109,331
-7,750
-7% -$608K 0.01% 666
2026
Q1 		$7.95M Sell
117,081
-992
-0.8% -$69.3K 0.01% 698
2025
Q4 		$8.05M Buy
118,073
+107,665
+1,034% +$7.33M 0.01% 616
2025
Q3 		$707K Sell
10,408
-106,178
-91% -$6.96M ﹤0.01% 1606
2025
Q2 		$7.5M Buy
116,586
+112,136
+2,520% +$6.6M 0.01% 592
2025
Q1 		$251K Buy
+4,450
New +$265K ﹤0.01% 1947

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

Corient Private Wealth's JMOM Position: Q2 2026 in Review

Corient Private Wealth reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 6.6% in Q2 2026, selling an estimated $608K and leaving 109,331 shares worth $9.34M. The position accounts for 0.01% of the portfolio, ranked #666.

Corient Private Wealth first reported a position in JMOM in Q1 2025 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Corient Private Wealth held 109,331 shares of JPMorgan US Momentum Factor ETF worth $9.34M as of Q2 2026.
  • Corient Private Wealth sold 7,750 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $608K.
  • JPMorgan US Momentum Factor ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #666 holding.
  • Corient Private Wealth first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.