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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 $59.8B 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

Cypress Wealth Services's JMOM Position: Q2 2026 in Review

Cypress Wealth Services reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 19% in Q2 2026, selling an estimated $90.9K and leaving 4,980 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #269.

Cypress Wealth Services first reported a position in JMOM in Q1 2025 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Cypress Wealth Services held 4,980 shares of JPMorgan US Momentum Factor ETF worth $426K as of Q2 2026.
  • Cypress Wealth Services sold 1,158 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $90.9K.
  • JPMorgan US Momentum Factor ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #269 holding.
  • Cypress Wealth Services first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.