GAG
JMOM icon

Goodman Advisory Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Goodman Advisory Group’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
Q4 		– Sell
-15
Closed -$1.02K – 194
2025
Q3 		$1.02K Buy
+15
New +$983 ﹤0.01% 177
2025
Q2 		– Sell
-44
Closed -$2.48K – 176
2025
Q1 		$2.48K Buy
+44
New +$2.62K ﹤0.01% 166
2024
Q4 		– Sell
-44
Closed -$2.51K – 116
2024
Q3 		$2.51K Sell
44
-14,062
-100% -$765K ﹤0.01% 181
2024
Q2 		$756K Buy
+14,106
New +$733K 0.23% 57
2024
Q1 		– Sell
-201
Closed -$9.19K – 175
2023
Q4 		$9.19K Buy
+201
New +$8.57K ﹤0.01% 124

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
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Goodman Advisory Group's JMOM Position: Q4 2025 in Review

Goodman Advisory Group sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q4 2025, closing a stake of 15 shares — an estimated $1.02K sold.

Goodman Advisory Group first reported a position in JMOM in Q4 2023 and held it in 5 quarters. The position peaked at $756K in Q2 2024. 131 funds tracked by Wall St. Rank hold JMOM as of Q4 2025.

  • Goodman Advisory Group reported no remaining JPMorgan US Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Goodman Advisory Group sold 15 JPMorgan US Momentum Factor ETF shares in Q4 2025, an estimated $1.02K.
  • Goodman Advisory Group first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and held it in 5 quarters.
  • Goodman Advisory Group's JPMorgan US Momentum Factor ETF position peaked at $756K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q4 2025.

Based on Goodman Advisory Group's 13F filing for Q4 2025, filed 11 Feb 2026.