Equitable Holdings’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Equitable Holdings’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	$121M	Buy	1,421,610 +159,690	+13%	+$12.5M	0.73%	27
2026 Q1	$86M	Buy	1,261,920 +152,670	+14%	+$10.7M	0.55%	41
2025 Q4	$75.6M	Buy	1,109,250 +112,669	+11%	+$7.67M	0.52%	39
2025 Q3	$67.7M	Buy	996,581 +73,748	+8%	+$4.83M	0.5%	38
2025 Q2	$59.3M	Buy	922,833 +81,745	+10%	+$4.81M	0.49%	40
2025 Q1	$47.4M	Sell	841,088 -59,895	-7%	-$3.56M	0.45%	44
2024 Q4	$52.5M	Buy	900,983 +92,137	+11%	+$5.47M	0.5%	44
2024 Q3	$46.2M	Buy	808,846 +91,614	+13%	+$4.99M	0.45%	48
2024 Q2	$38.4M	Buy	717,232 +78,365	+12%	+$4.07M	0.4%	52
2024 Q1	$33.7M	Buy	638,867 +67,621	+12%	+$3.32M	0.38%	54
2023 Q4	$26.1M	Buy	571,246 +49,874	+10%	+$2.13M	0.32%	68
2023 Q3	$21.4M	Buy	+521,372	New	+$22.1M	0.31%	73
2023 Q1	–	Sell	-56,897	Closed	-$2.14M	–	990
2022 Q4	$2.14M	Buy	+56,897	New	+$2.16M	0.04%	286

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

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

CWM

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

Equitable Holdings's JMOM Position: Q2 2026 in Review

Equitable Holdings increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 13% in Q2 2026, buying an estimated $12.5M and bringing the position to 1,421,610 shares worth $121M. The position accounts for 0.73% of the portfolio, ranked #27.

Equitable Holdings first reported a position in JMOM in Q4 2022 and has held it in 13 quarters since. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Equitable Holdings held 1,421,610 shares of JPMorgan US Momentum Factor ETF worth $121M as of Q2 2026.
Equitable Holdings bought 159,690 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $12.5M.
JPMorgan US Momentum Factor ETF made up 0.73% of Equitable Holdings's portfolio in Q2 2026, its #27 holding.
Equitable Holdings first reported a position in JPMorgan US Momentum Factor ETF in Q4 2022 and has held it in 13 quarters since.
159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.