Empirical Wealth Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Empirical Wealth Management’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	$1.7M	Buy	19,866 +2,189	+12%	+$172K	0.02%	300
2026 Q1	$1.2M	Buy	17,677 +544	+3%	+$38K	0.02%	319
2025 Q4	$1.17M	Sell	17,133 -600	-3%	-$40.9K	0.02%	313
2025 Q3	$1.2M	Sell	17,733 -907	-5%	-$59.4K	0.02%	309
2025 Q2	$1.2M	Buy	+18,640	New	+$1.1M	0.03%	290

Other funds holding JMOM

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

LPL Financial San Diego, California $445B AUM 25.58% 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

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Empirical Wealth Management's JMOM Position: Q2 2026 in Review

Empirical Wealth Management increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 12% in Q2 2026, buying an estimated $172K and bringing the position to 19,866 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #300.

Empirical Wealth Management first reported a position in JMOM in Q2 2025 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Empirical Wealth Management held 19,866 shares of JPMorgan US Momentum Factor ETF worth $1.7M as of Q2 2026.
Empirical Wealth Management bought 2,189 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $172K.
JPMorgan US Momentum Factor ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #300 holding.
Empirical Wealth Management first reported a position in JPMorgan US Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
106 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.