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Delos Wealth Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Delos Wealth Advisors’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 		$4.26M Buy
49,831
+919
+2% +$72.1K 2.18% 17
2026
Q1 		$3.32M Buy
48,912
+3,558
+8% +$249K 1.9% 19
2025
Q4 		$3.09M Buy
45,354
+790
+2% +$53.8K 2.04% 20
2025
Q3 		$3.03M Buy
44,564
+2,285
+5% +$150K 2.04% 19
2025
Q2 		$2.72M Sell
42,279
-2,891
-6% -$170K 2.12% 18
2025
Q1 		$2.55M Buy
45,170
+135
+0.3% +$8.03K 2.02% 20
2024
Q4 		$2.62M Buy
45,035
+2,943
+7% +$175K 2.09% 20
2024
Q3 		$2.4M Buy
42,092
+2,887
+7% +$157K 2.1% 21
2024
Q2 		$2.1M Buy
39,205
+3,896
+11% +$202K 2.03% 20
2024
Q1 		$1.86M Buy
35,309
+13,438
+61% +$660K 2.09% 19
2023
Q4 		$1,000K Sell
21,871
-1,136
-5% -$48.5K 1.45% 25
2023
Q3 		$987K Sell
23,007
-241
-1% -$10.2K 1.19% 30
2023
Q2 		$985K Sell
23,248
-36
-0.2% -$1.44K 1.26% 28
2023
Q1 		$924K Buy
23,284
+1,020
+5% +$39.7K 1.17% 29
2022
Q4 		$839K Buy
22,264
+446
+2% +$16.9K 1.29% 26
2022
Q3 		$768K Buy
+21,818
New +$844K 0.92% 31

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

Delos Wealth Advisors's JMOM Position: Q2 2026 in Review

Delos Wealth Advisors increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 1.9% in Q2 2026, buying an estimated $72.1K and bringing the position to 49,831 shares worth $4.26M. The position accounts for 2.18% of the portfolio, ranked #17.

Delos Wealth Advisors first reported a position in JMOM in Q3 2022 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Delos Wealth Advisors held 49,831 shares of JPMorgan US Momentum Factor ETF worth $4.26M as of Q2 2026.
  • Delos Wealth Advisors bought 919 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $72.1K.
  • JPMorgan US Momentum Factor ETF made up 2.18% of Delos Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Delos Wealth Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.