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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
Q3 		$541K Buy
6,496
+11
+0.2% +$911 ﹤0.01% 1525
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 $67.3B AUM 21.9% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Farther Finance Advisors's JMOM Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.17% in Q3 2026, buying an estimated $911 and bringing the position to 6,496 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Farther Finance Advisors first reported a position in JMOM in Q3 2023 and has held it in 13 quarters since. The position peaked at $554K in Q2 2026. 17 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

  • Farther Finance Advisors held 6,496 shares of JPMorgan US Momentum Factor ETF worth $541K as of Q3 2026.
  • Farther Finance Advisors bought 11 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $911.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1525 holding.
  • Farther Finance Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's JPMorgan US Momentum Factor ETF position peaked at $554K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.