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FWL Investment Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

FWL Investment Management’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 		$9.15K Hold
107
– – ﹤0.01% 315
2026
Q1 		$7.27K Hold
107
– – ﹤0.01% 275
2025
Q4 		$7.3K Hold
107
– – ﹤0.01% 293
2025
Q3 		$7.27K Hold
107
– – ﹤0.01% 274
2025
Q2 		$6.88K Hold
107
– – ﹤0.01% 251
2025
Q1 		$6.04K Sell
107
-207
-66% -$12.3K ﹤0.01% 243
2024
Q4 		$18.3K Hold
314
– – 0.01% 208
2024
Q3 		$17.9K Buy
+314
New +$17.1K 0.01% 198

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

FWL Investment Management's JMOM Position: Q2 2026 in Review

FWL Investment Management held its JPMorgan US Momentum Factor ETF (JMOM) position steady in Q2 2026 at 107 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

FWL Investment Management first reported a position in JMOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.3K in Q4 2024. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • FWL Investment Management held 107 shares of JPMorgan US Momentum Factor ETF worth $9.15K as of Q2 2026.
  • FWL Investment Management left its JPMorgan US Momentum Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #315 holding.
  • FWL Investment Management first reported a position in JPMorgan US Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • FWL Investment Management's JPMorgan US Momentum Factor ETF position peaked at $18.3K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

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