GeoWealth Management
JMOM icon

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 $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 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. 108 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.
  • 108 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.