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First Heartland Consultants’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

First Heartland Consultants’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 		$988K Sell
11,562
-9,061
-44% -$711K 0.06% 220
2026
Q1 		$1.4M Sell
20,623
-40,742
-66% -$2.85M 0.11% 159
2025
Q4 		$4.18M Buy
+61,365
New +$4.18M 0.32% 73

Other funds holding JMOM

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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

First Heartland Consultants's JMOM Position: Q2 2026 in Review

First Heartland Consultants reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 44% in Q2 2026, selling an estimated $711K and leaving 11,562 shares worth $988K. The position accounts for 0.06% of the portfolio, ranked #220.

First Heartland Consultants first reported a position in JMOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.18M in Q4 2025. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • First Heartland Consultants held 11,562 shares of JPMorgan US Momentum Factor ETF worth $988K as of Q2 2026.
  • First Heartland Consultants sold 9,061 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $711K.
  • JPMorgan US Momentum Factor ETF made up 0.06% of First Heartland Consultants's portfolio in Q2 2026, its #220 holding.
  • First Heartland Consultants first reported a position in JPMorgan US Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • First Heartland Consultants's JPMorgan US Momentum Factor ETF position peaked at $4.18M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.