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 Q3	–	Sell	-9,802	Closed	-$838K	–	83
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Elevation Capital Advisory's JMOM Position: Q3 2026 in Review

Elevation Capital Advisory sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2026, closing a stake of 9,802 shares — an estimated $838K sold.

Elevation Capital Advisory first reported a position in JMOM in Q3 2025 and held it in 2 quarters. The position peaked at $2.51M in Q3 2025. 59 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

Elevation Capital Advisory reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
Elevation Capital Advisory sold 9,802 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $838K.
Elevation Capital Advisory first reported a position in JPMorgan US Momentum Factor ETF in Q3 2025 and held it in 2 quarters.
Elevation Capital Advisory's JPMorgan US Momentum Factor ETF position peaked at $2.51M in Q3 2025.
59 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on Elevation Capital Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.