EP Wealth Advisors
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EP Wealth Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

EP Wealth Advisors’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 		$33M Buy
386,525
+348,797
+925% +$27.4M 0.13% 128
2026
Q1 		$2.56M Buy
+37,728
New +$2.64M 0.01% 424

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Equitable Holdings
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 $315M AUM 12.9% 1-Year Est. Return
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
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

EP Wealth Advisors's JMOM Position: Q2 2026 in Review

EP Wealth Advisors increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 925% in Q2 2026, buying an estimated $27.4M and bringing the position to 386,525 shares worth $33M. The position accounts for 0.13% of the portfolio, ranked #128.

EP Wealth Advisors first reported a position in JMOM in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • EP Wealth Advisors held 386,525 shares of JPMorgan US Momentum Factor ETF worth $33M as of Q2 2026.
  • EP Wealth Advisors bought 348,797 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $27.4M.
  • JPMorgan US Momentum Factor ETF made up 0.13% of EP Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • EP Wealth Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.