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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
Q3 		$213K Sell
2,556
-9,006
-78% -$746K 0.01% 559
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

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
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

First Heartland Consultants's JMOM Position: Q3 2026 in Review

First Heartland Consultants reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 78% in Q3 2026, selling an estimated $746K and leaving 2,556 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #559.

First Heartland Consultants first reported a position in JMOM in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.18M in Q4 2025. 16 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

  • First Heartland Consultants held 2,556 shares of JPMorgan US Momentum Factor ETF worth $213K as of Q3 2026.
  • First Heartland Consultants sold 9,006 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $746K.
  • JPMorgan US Momentum Factor ETF made up 0.01% of First Heartland Consultants's portfolio in Q3 2026, its #559 holding.
  • First Heartland Consultants first reported a position in JPMorgan US Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • First Heartland Consultants's JPMorgan US Momentum Factor ETF position peaked at $4.18M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.