Cornerstone Wealth Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Cornerstone Wealth Management’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
2025 Q3	–	Sell	-147,929	Closed	-$9.51M	–	691
2025 Q2	$9.51M	Sell	147,929 -2,024	-1%	-$119K	0.58%	37
2025 Q1	$8.45M	Buy	149,953 +10,833	+8%	+$645K	0.57%	42
2024 Q4	$8.11M	Sell	139,120 -1,942	-1%	-$115K	0.55%	38
2024 Q3	$8.06M	Buy	141,062 +931	+0.7%	+$50.7K	0.57%	41
2024 Q2	$7.51M	Buy	140,131 +3,487	+3%	+$181K	0.58%	38
2024 Q1	$7.2M	Buy	136,644 +5,621	+4%	+$276K	0.58%	35
2023 Q4	$5.99M	Buy	+131,023	New	+$5.59M	0.52%	44

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 $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Cornerstone Wealth Management's JMOM Position: Q3 2025 in Review

Cornerstone Wealth Management sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2025, closing a stake of 147,929 shares — an estimated $9.51M sold.

Cornerstone Wealth Management first reported a position in JMOM in Q4 2023 and held it in 7 quarters. The position peaked at $9.51M in Q2 2025. 123 funds tracked by Wall St. Rank hold JMOM as of Q3 2025.

Cornerstone Wealth Management reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
Cornerstone Wealth Management sold 147,929 JPMorgan US Momentum Factor ETF shares in Q3 2025, an estimated $9.51M.
Cornerstone Wealth Management first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and held it in 7 quarters.
Cornerstone Wealth Management's JPMorgan US Momentum Factor ETF position peaked at $9.51M in Q2 2025.
123 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2025.

Based on Cornerstone Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.