DA
JMOM icon

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

Detalus 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 		$275K Sell
3,218
-498
-13% -$39.1K 0.05% 156
2026
Q1 		$252K Sell
3,716
-230
-6% -$16.1K 0.06% 153
2025
Q4 		$269K Buy
3,946
+248
+7% +$16.9K 0.07% 147
2025
Q3 		$251K Sell
3,698
-240
-6% -$15.7K 0.07% 150
2025
Q2 		$253K Buy
+3,938
New +$232K 0.07% 141

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

Detalus Advisors's JMOM Position: Q2 2026 in Review

Detalus Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 13% in Q2 2026, selling an estimated $39.1K and leaving 3,218 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #156.

Detalus Advisors first reported a position in JMOM in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Detalus Advisors held 3,218 shares of JPMorgan US Momentum Factor ETF worth $275K as of Q2 2026.
  • Detalus Advisors sold 498 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $39.1K.
  • JPMorgan US Momentum Factor ETF made up 0.05% of Detalus Advisors's portfolio in Q2 2026, its #156 holding.
  • Detalus Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.