Daymark Wealth Partners’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Daymark Wealth Partners’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	$603K	Hold	7,058	–	–	0.01%	436
2026 Q1	$479K	Hold	7,058	–	–	0.02%	431
2025 Q4	$481K	Sell	7,058 -56	-0.8%	-$3.81K	0.02%	406
2025 Q3	$483K	Hold	7,114	–	–	0.02%	390
2025 Q2	$457K	Sell	7,114 -1,045	-13%	-$61.5K	0.02%	370
2025 Q1	$460K	Sell	8,159 -265	-3%	-$15.8K	0.02%	337
2024 Q4	$491K	Sell	8,424 -265	-3%	-$15.7K	0.02%	322
2024 Q3	$496K	Sell	8,689 -2,710	-24%	-$148K	0.02%	336
2024 Q2	$611K	Sell	11,399 -1,721	-13%	-$89.4K	0.03%	300
2024 Q1	$691K	Sell	13,120 -236	-2%	-$11.6K	0.04%	238
2023 Q4	$611K	Buy	+13,356	New	+$570K	0.04%	239

Other funds holding JMOM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Daymark Wealth Partners's JMOM Position: Q2 2026 in Review

Daymark Wealth Partners held its JPMorgan US Momentum Factor ETF (JMOM) position steady in Q2 2026 at 7,058 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #436.

Daymark Wealth Partners first reported a position in JMOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $691K in Q1 2024. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Daymark Wealth Partners held 7,058 shares of JPMorgan US Momentum Factor ETF worth $603K as of Q2 2026.
Daymark Wealth Partners left its JPMorgan US Momentum Factor ETF share count unchanged in Q2 2026.
JPMorgan US Momentum Factor ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #436 holding.
Daymark Wealth Partners first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
Daymark Wealth Partners's JPMorgan US Momentum Factor ETF position peaked at $691K in Q1 2024.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.