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Dynamic Advisor Solutions’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Dynamic Advisor Solutions’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
2025
Q3 		– Sell
-3,675
Closed -$236K – 950
2025
Q2 		$236K Sell
3,675
-2,500
-40% -$147K 0.01% 814
2025
Q1 		$348K Hold
6,175
– – 0.01% 668
2024
Q4 		$360K Buy
6,175
+1,975
+47% +$117K 0.02% 494
2024
Q3 		$240K Buy
+4,200
New +$229K 0.01% 827
2023
Q2 		– Sell
-17,600
Closed -$698K – 829
2023
Q1 		$698K Sell
17,600
-1,000
-5% -$38.9K 0.04% 401
2022
Q4 		$701K Hold
18,600
– – 0.05% 353
2022
Q3 		$654K Buy
18,600
+1,500
+9% +$58K 0.05% 332
2022
Q2 		$621K Hold
17,100
– – 0.05% 345
2022
Q1 		$753K Sell
17,100
-1,175
-6% -$51K 0.05% 333
2021
Q4 		$882K Buy
18,275
+600
+3% +$28.3K 0.06% 305
2021
Q3 		$776K Buy
17,675
+5,100
+41% +$229K 0.06% 339
2021
Q2 		$548K Buy
12,575
+6,975
+125% +$289K 0.04% 410
2021
Q1 		$220K Buy
+5,600
New +$222K 0.02% 588

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 $8.74B AUM 14.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Dynamic Advisor Solutions's JMOM Position: Q3 2025 in Review

Dynamic Advisor Solutions sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2025, closing a stake of 3,675 shares — an estimated $236K sold.

Dynamic Advisor Solutions first reported a position in JMOM in Q1 2021 and held it in 13 quarters. The position peaked at $882K in Q4 2021. 123 funds tracked by Wall St. Rank hold JMOM as of Q3 2025.

  • Dynamic Advisor Solutions reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,675 JPMorgan US Momentum Factor ETF shares in Q3 2025, an estimated $236K.
  • Dynamic Advisor Solutions first reported a position in JPMorgan US Momentum Factor ETF in Q1 2021 and held it in 13 quarters.
  • Dynamic Advisor Solutions's JPMorgan US Momentum Factor ETF position peaked at $882K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2025, filed 9 Oct 2025.