Envestnet Asset Management
JMOM icon

Envestnet Asset Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Envestnet Asset 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 		$1.92M Buy
22,445
+3,665
+20% +$288K ﹤0.01% 3188
2026
Q1 		$1.28M Sell
18,780
-4,969
-21% -$347K ﹤0.01% 3311
2025
Q4 		$1.62M Buy
23,749
+7,338
+45% +$500K ﹤0.01% 2987
2025
Q3 		$1.11M Buy
16,411
+1,980
+14% +$130K ﹤0.01% 3267
2025
Q2 		$928K Sell
14,431
-1,899
-12% -$112K ﹤0.01% 3320
2025
Q1 		$920K Sell
16,330
-1,781
-10% -$106K ﹤0.01% 3262
2024
Q4 		$1.06M Sell
18,111
-10,740
-37% -$637K ﹤0.01% 3136
2024
Q3 		$1.65M Sell
28,851
-757
-3% -$41.2K ﹤0.01% 2796
2024
Q2 		$1.59M Buy
29,608
+906
+3% +$47.1K ﹤0.01% 2738
2024
Q1 		$1.51M Sell
28,702
-306
-1% -$15K ﹤0.01% 2758
2023
Q4 		$1.33M Buy
29,008
+5,019
+21% +$214K ﹤0.01% 2723
2023
Q3 		$985K Sell
23,989
-893
-4% -$37.9K ﹤0.01% 2826
2023
Q2 		$1.05M Sell
24,882
-1,039
-4% -$41.6K ﹤0.01% 2715
2023
Q1 		$1.03M Sell
25,921
-25,324
-49% -$986K ﹤0.01% 2657
2022
Q4 		$1.93M Buy
51,245
+43,405
+554% +$1.65M ﹤0.01% 2184
2022
Q3 		$276K Buy
+7,840
New +$303K ﹤0.01% 3398
2022
Q2 		– Sell
-76,353
Closed -$3.36M – 3990
2022
Q1 		$3.36M Buy
76,353
+10,613
+16% +$461K ﹤0.01% 1852
2021
Q4 		$3.17M Buy
65,740
+2,438
+4% +$115K ﹤0.01% 1873
2021
Q3 		$2.78M Buy
+63,302
New +$2.85M ﹤0.01% 1884

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

Envestnet Asset Management's JMOM Position: Q2 2026 in Review

Envestnet Asset Management increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 20% in Q2 2026, buying an estimated $288K and bringing the position to 22,445 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

Envestnet Asset Management first reported a position in JMOM in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.36M in Q1 2022. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Envestnet Asset Management held 22,445 shares of JPMorgan US Momentum Factor ETF worth $1.92M as of Q2 2026.
  • Envestnet Asset Management bought 3,665 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $288K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3188 holding.
  • Envestnet Asset Management first reported a position in JPMorgan US Momentum Factor ETF in Q3 2021 and has held it in 19 quarters since.
  • Envestnet Asset Management's JPMorgan US Momentum Factor ETF position peaked at $3.36M in Q1 2022.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.