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

EverSource 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	$22.5K	Sell	263 -204	-44%	-$16K	﹤0.01%	2347
2026 Q1	$31.7K	Buy	467 +90	+24%	+$6.29K	﹤0.01%	2218
2025 Q4	$25.7K	Hold	377	–	–	﹤0.01%	2219
2025 Q3	$25.6K	Sell	377 -1	-0.3%	-$66	﹤0.01%	2171
2025 Q2	$24.3K	Sell	378 -17	-4%	-$1K	﹤0.01%	2150
2025 Q1	$22.3K	Buy	+395	New	+$23.5K	﹤0.01%	1636
2022 Q3	–	Sell	-905	Closed	-$33K	–	2045
2022 Q2	$33K	Hold	905	–	–	0.01%	702
2022 Q1	$40K	Hold	905	–	–	0.01%	507
2021 Q4	$44K	Buy	+905	New	+$42.7K	0.01%	450

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

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

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

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

EverSource Wealth Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 44% in Q2 2026, selling an estimated $16K and leaving 263 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

EverSource Wealth Advisors first reported a position in JMOM in Q4 2021 and has held it in 9 quarters since. The position peaked at $44K in Q4 2021. 86 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

EverSource Wealth Advisors held 263 shares of JPMorgan US Momentum Factor ETF worth $22.5K as of Q2 2026.
EverSource Wealth Advisors sold 204 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $16K.
JPMorgan US Momentum Factor ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2347 holding.
EverSource Wealth Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's JPMorgan US Momentum Factor ETF position peaked at $44K in Q4 2021.
86 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.