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Creative Financial Designs’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Creative Financial Designs’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 		$12.1K Hold
141
– – ﹤0.01% 1470
2026
Q1 		$9.58K Hold
141
– – ﹤0.01% 1426
2025
Q4 		$9.6K Buy
141
+1
+0.7% +$68 ﹤0.01% 1373
2025
Q3 		$9.54K Sell
140
-217
-61% -$14.2K ﹤0.01% 1382
2025
Q2 		$23K Hold
357
– – ﹤0.01% 1103
2025
Q1 		$20.1K Buy
357
+1
+0.3% +$60 ﹤0.01% 1090
2024
Q4 		$20.7K Buy
356
+1
+0.3% +$59 ﹤0.01% 1040
2024
Q3 		$20.3K Buy
355
+1
+0.3% +$54 ﹤0.01% 1026
2024
Q2 		$19K Buy
354
+1
+0.3% +$52 ﹤0.01% 1008
2024
Q1 		$18.6K Hold
353
– – ﹤0.01% 988
2023
Q4 		$16.1K Sell
353
-121
-26% -$5.16K ﹤0.01% 970
2023
Q3 		$19.4K Buy
474
+2
+0.4% +$85 ﹤0.01% 863
2023
Q2 		$20K Buy
472
+1
+0.2% +$40 ﹤0.01% 846
2023
Q1 		$18.7K Buy
471
+2
+0.4% +$78 ﹤0.01% 829
2022
Q4 		$17.7K Buy
469
+2
+0.4% +$76 ﹤0.01% 789
2022
Q3 		$16K Buy
467
+272
+139% +$10.5K ﹤0.01% 786
2022
Q2 		$7K Buy
+195
New +$7.71K ﹤0.01% 939

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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 $315M AUM 12.9% 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

Creative Financial Designs's JMOM Position: Q2 2026 in Review

Creative Financial Designs held its JPMorgan US Momentum Factor ETF (JMOM) position steady in Q2 2026 at 141 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Creative Financial Designs first reported a position in JMOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $23K in Q2 2025. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Creative Financial Designs held 141 shares of JPMorgan US Momentum Factor ETF worth $12.1K as of Q2 2026.
  • Creative Financial Designs left its JPMorgan US Momentum Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1470 holding.
  • Creative Financial Designs first reported a position in JPMorgan US Momentum Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • Creative Financial Designs's JPMorgan US Momentum Factor ETF position peaked at $23K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.