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Foundations Investment Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Foundations Investment 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 		$275K Sell
3,216
-57
-2% -$4.47K ﹤0.01% 1006
2026
Q1 		$222K Buy
+3,273
New +$229K ﹤0.01% 1061
2025
Q1 		– Sell
-34,465
Closed -$2.01M – 898
2024
Q4 		$2.01M Buy
+34,465
New +$2.04M 0.04% 290

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

Foundations Investment Advisors's JMOM Position: Q2 2026 in Review

Foundations Investment Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 1.7% in Q2 2026, selling an estimated $4.47K and leaving 3,216 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Foundations Investment Advisors first reported a position in JMOM in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.01M in Q4 2024. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Foundations Investment Advisors held 3,216 shares of JPMorgan US Momentum Factor ETF worth $275K as of Q2 2026.
  • Foundations Investment Advisors sold 57 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $4.47K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1006 holding.
  • Foundations Investment Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • Foundations Investment Advisors's JPMorgan US Momentum Factor ETF position peaked at $2.01M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.