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Farther Finance Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Farther Finance 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 		$554K Buy
6,485
+4,814
+288% +$378K ﹤0.01% 1486
2026
Q1 		$115K Hold
1,671
– – ﹤0.01% 2414
2025
Q4 		$114K Hold
1,671
– – ﹤0.01% 2262
2025
Q3 		$113K Hold
1,671
– – ﹤0.01% 1967
2025
Q2 		$107K Sell
1,671
-6
-0.4% -$353 ﹤0.01% 1730
2025
Q1 		$95.1K Buy
1,677
+505
+43% +$30.1K ﹤0.01% 1565
2024
Q4 		$68.3K Hold
1,172
– – ﹤0.01% 1492
2024
Q3 		$67K Hold
1,172
– – ﹤0.01% 1495
2024
Q2 		$62.7K Hold
1,172
– – ﹤0.01% 1320
2024
Q1 		$61.6K Hold
1,172
– – ﹤0.01% 1108
2023
Q4 		$53.6K Hold
1,172
– – ﹤0.01% 1012
2023
Q3 		$48.1K Buy
+1,172
New +$49.8K 0.01% 787

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

Farther Finance Advisors's JMOM Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 288% in Q2 2026, buying an estimated $378K and bringing the position to 6,485 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Farther Finance Advisors first reported a position in JMOM in Q3 2023 and has held it in 12 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Farther Finance Advisors held 6,485 shares of JPMorgan US Momentum Factor ETF worth $554K as of Q2 2026.
  • Farther Finance Advisors bought 4,814 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $378K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1486 holding.
  • Farther Finance Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.