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Global Retirement Partners’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Global Retirement Partners’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 		$86.5K Buy
+1,012
New +$79.4K ﹤0.01% 2162
2025
Q4 		$20.8K Sell
305
-1
-0.3% -$68 ﹤0.01% 2855
2025
Q3 		$20.8K Buy
306
+100
+49% +$6.55K ﹤0.01% 2377
2025
Q2 		$13.2K Buy
+206
New +$12.1K ﹤0.01% 2473
2024
Q4 		$10.9K Sell
188
-155
-45% -$9.19K ﹤0.01% 2371
2024
Q3 		$19.6K Buy
343
+1
+0.3% +$54 ﹤0.01% 2008
2024
Q2 		$18.3K Sell
342
-8
-2% -$416 ﹤0.01% 2032
2024
Q1 		$18.4K Sell
350
-35
-9% -$1.72K ﹤0.01% 1849
2023
Q4 		$17.6K Buy
385
+1
+0.3% +$43 ﹤0.01% 1813
2023
Q3 		$15.6K Sell
384
-55
-13% -$2.33K ﹤0.01% 1759
2023
Q2 		$18.6K Buy
+439
New +$17.6K ﹤0.01% 1693
2023
Q1 		– Sell
-25,586
Closed -$964K – 3284
2022
Q4 		$964K Buy
25,586
+25,554
+79,856% +$970K 0.07% 261
2022
Q3 		$1K Hold
32
– – ﹤0.01% 2496
2022
Q2 		$1K Hold
32
– – ﹤0.01% 2466
2022
Q1 		$1K Buy
+32
New +$1.39K ﹤0.01% 2429
2021
Q4 		– Sell
-3
Closed – – 1069
2021
Q3 		$0 Buy
+3
New +$135 ﹤0.01% 2028

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

Global Retirement Partners's JMOM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026: 1,012 shares worth $86.5K. The stake represents ﹤0.01% of the portfolio and ranks #2162 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JMOM as recently as Q4 2025.

Global Retirement Partners first reported a position in JMOM in Q3 2021 and has held it in 16 quarters since. The position peaked at $964K in Q4 2022. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Global Retirement Partners held 1,012 shares of JPMorgan US Momentum Factor ETF worth $86.5K as of Q2 2026.
  • JPMorgan US Momentum Factor ETF was a new Global Retirement Partners position in Q2 2026.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2162 holding.
  • Global Retirement Partners first reported a position in JPMorgan US Momentum Factor ETF in Q3 2021 and has held it in 16 quarters since.
  • Global Retirement Partners's JPMorgan US Momentum Factor ETF position peaked at $964K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.