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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
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 $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Foundations Investment Advisors's JMOM Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q1 2026: 3,273 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in JMOM as recently as Q4 2024.

Foundations Investment Advisors first reported a position in JMOM in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.01M in Q4 2024. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • Foundations Investment Advisors held 3,273 shares of JPMorgan US Momentum Factor ETF worth $222K as of Q1 2026.
  • JPMorgan US Momentum Factor ETF was a new Foundations Investment Advisors position in Q1 2026.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1061 holding.
  • Foundations Investment Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 2 quarters since.
  • Foundations Investment Advisors's JPMorgan US Momentum Factor ETF position peaked at $2.01M in Q4 2024.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.