Cypress Wealth Services’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Cypress Wealth Services’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	$426K	Sell	4,980 -1,158	-19%	-$90.9K	0.05%	269
2026 Q1	$417K	Sell	6,138 -10	-0.2%	-$699	0.06%	247
2025 Q4	$419K	Hold	6,148	–	–	0.06%	233
2025 Q3	$417K	Sell	6,148 -3	-0%	-$197	0.07%	201
2025 Q2	$395K	Buy	6,151 +45	+0.7%	+$2.65K	0.07%	195
2025 Q1	$344K	Buy	+6,106	New	+$363K	0.07%	192

Other funds holding JMOM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

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

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return