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Elevation Capital Advisory’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Elevation Capital Advisory’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 		$838K Buy
+9,802
New +$769K 0.32% 56
2025
Q4 		– Sell
-36,993
Closed -$2.51M – 76
2025
Q3 		$2.51M Buy
+36,993
New +$2.42M 1% 32

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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

Elevation Capital Advisory's JMOM Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026: 9,802 shares worth $838K. The stake represents 0.32% of the portfolio and ranks #56 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in JMOM as recently as Q3 2025.

Elevation Capital Advisory first reported a position in JMOM in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.51M in Q3 2025. 47 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Elevation Capital Advisory held 9,802 shares of JPMorgan US Momentum Factor ETF worth $838K as of Q2 2026.
  • JPMorgan US Momentum Factor ETF was a new Elevation Capital Advisory position in Q2 2026.
  • JPMorgan US Momentum Factor ETF made up 0.32% of Elevation Capital Advisory's portfolio in Q2 2026, its #56 holding.
  • Elevation Capital Advisory first reported a position in JPMorgan US Momentum Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • Elevation Capital Advisory's JPMorgan US Momentum Factor ETF position peaked at $2.51M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.