Creative Planning
JMOM icon

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

Creative Planning’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
Q1 		$384K Buy
5,654
+29
+0.5% +$2.03K ﹤0.01% 3233
2025
Q4 		$383K Sell
5,625
-323
-5% -$22K ﹤0.01% 3058
2025
Q3 		$404K Buy
5,948
+1,456
+32% +$95.4K ﹤0.01% 2910
2025
Q2 		$289K Buy
4,492
+143
+3% +$8.41K ﹤0.01% 2925
2025
Q1 		$245K Sell
4,349
-143
-3% -$8.51K ﹤0.01% 2900
2024
Q4 		$262K Sell
4,492
-224
-5% -$13.3K ﹤0.01% 2779
2024
Q3 		$269K Buy
4,716
+272
+6% +$14.8K ﹤0.01% 2610
2024
Q2 		$238K Hold
4,444
– – ﹤0.01% 2544
2024
Q1 		$234K Hold
4,444
– – ﹤0.01% 2451
2023
Q4 		$203K Buy
+4,444
New +$190K ﹤0.01% 2420

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return