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

GeoWealth 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
2025
Q1 		– Sell
-178,333
Closed -$10.4M – 1464
2024
Q4 		$10.4M Buy
+178,333
New +$10.6M 0.34% 53
2024
Q2 		– Sell
-45,702
Closed -$2.41M – 911
2024
Q1 		$2.41M Buy
+45,702
New +$2.25M 0.09% 154

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 $8.74B AUM 14.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

GeoWealth Management's JMOM Position: Q1 2025 in Review

GeoWealth Management sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2025, closing a stake of 178,333 shares — an estimated $10.4M sold.

GeoWealth Management first reported a position in JMOM in Q1 2024 and held it in 2 quarters. The position peaked at $10.4M in Q4 2024. 107 funds tracked by Wall St. Rank hold JMOM as of Q1 2025.

  • GeoWealth Management reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 178,333 JPMorgan US Momentum Factor ETF shares in Q1 2025, an estimated $10.4M.
  • GeoWealth Management first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and held it in 2 quarters.
  • GeoWealth Management's JPMorgan US Momentum Factor ETF position peaked at $10.4M in Q4 2024.
  • 107 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.