Fort Point Capital Partners’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Fort Point Capital Partners’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
2025 Q3	–	Sell	-8,444	Closed	-$543K	–	273
2025 Q2	$543K	Buy	8,444 +6	+0.1%	+$353	0.04%	210
2025 Q1	$476K	Buy	8,438 +6	+0.1%	+$357	0.05%	209
2024 Q4	$491K	Buy	8,432 +1,353	+19%	+$80.3K	0.05%	207
2024 Q3	$404K	Buy	7,079 +6	+0.1%	+$327	0.05%	203
2024 Q2	$379K	Buy	7,073 +6	+0.1%	+$312	0.05%	225
2024 Q1	$372K	Buy	7,067 +2	+0%	+$98	0.05%	222
2023 Q4	$323K	Sell	7,065 -63	-0.9%	-$2.69K	0.05%	231
2023 Q3	$293K	Buy	7,128 +8	+0.1%	+$340	0.04%	214
2023 Q2	$302K	Buy	7,120 +10	+0.1%	+$401	0.04%	214
2023 Q1	$282K	Buy	7,110 +8	+0.1%	+$312	0.04%	222
2022 Q4	$268K	Sell	7,102 -36	-0.5%	-$1.37K	0.04%	219
2022 Q3	$251K	Buy	7,138 +11	+0.2%	+$425	0.04%	228
2022 Q2	$259K	Buy	7,127 +9	+0.1%	+$356	0.04%	238
2022 Q1	$313K	Buy	7,118 +430	+6%	+$18.7K	0.04%	230
2021 Q4	$323K	Buy	6,688 +7	+0.1%	+$330	0.04%	220
2021 Q3	$293K	Buy	+6,681	New	+$300K	0.04%	197

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 $8.74B AUM 14.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Fort Point Capital Partners's JMOM Position: Q3 2025 in Review

Fort Point Capital Partners sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2025, closing a stake of 8,444 shares — an estimated $543K sold.

Fort Point Capital Partners first reported a position in JMOM in Q3 2021 and held it in 16 quarters. The position peaked at $543K in Q2 2025. 123 funds tracked by Wall St. Rank hold JMOM as of Q3 2025.

Fort Point Capital Partners reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 8,444 JPMorgan US Momentum Factor ETF shares in Q3 2025, an estimated $543K.
Fort Point Capital Partners first reported a position in JPMorgan US Momentum Factor ETF in Q3 2021 and held it in 16 quarters.
Fort Point Capital Partners's JPMorgan US Momentum Factor ETF position peaked at $543K in Q2 2025.
123 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.