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
Q2 		$503K Buy
5,881
+227
+4% +$17.8K ﹤0.01% 3185
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 $59.8B 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

Creative Planning's JMOM Position: Q2 2026 in Review

Creative Planning increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 4% in Q2 2026, buying an estimated $17.8K and bringing the position to 5,881 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #3185.

Creative Planning first reported a position in JMOM in Q4 2023 and has held it in 11 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Creative Planning held 5,881 shares of JPMorgan US Momentum Factor ETF worth $503K as of Q2 2026.
  • Creative Planning bought 227 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $17.8K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3185 holding.
  • Creative Planning first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.