Great Valley Advisor Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Great Valley Advisor 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 Q2	–	Sell	-5,318	Closed	-$300K	–	923
2025 Q1	$300K	Sell	5,318 -253	-5%	-$15.1K	0.01%	725
2024 Q4	$325K	Sell	5,571 -347	-6%	-$20.6K	0.01%	677
2024 Q3	$338K	Sell	5,918 -79,331	-93%	-$4.32M	0.01%	656
2024 Q2	$4.57M	Buy	85,249 +13,096	+18%	+$681K	0.13%	170
2024 Q1	$3.8M	Buy	72,153 +20,952	+41%	+$1.03M	0.12%	188
2023 Q4	$2.34M	Buy	51,201 +22,453	+78%	+$958K	0.08%	218
2023 Q3	$1.18M	Buy	28,748 +21,146	+278%	+$898K	0.05%	293
2023 Q2	$322K	Buy	+7,602	New	+$305K	0.01%	542

Other funds holding JMOM

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Great Valley Advisor Group's JMOM Position: Q2 2025 in Review

Great Valley Advisor Group sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2025, closing a stake of 5,318 shares — an estimated $300K sold.

Great Valley Advisor Group first reported a position in JMOM in Q2 2023 and held it in 8 quarters. The position peaked at $4.57M in Q2 2024. 119 funds tracked by Wall St. Rank hold JMOM as of Q2 2025.

Great Valley Advisor Group reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
Great Valley Advisor Group sold 5,318 JPMorgan US Momentum Factor ETF shares in Q2 2025, an estimated $300K.
Great Valley Advisor Group first reported a position in JPMorgan US Momentum Factor ETF in Q2 2023 and held it in 8 quarters.
Great Valley Advisor Group's JPMorgan US Momentum Factor ETF position peaked at $4.57M in Q2 2024.
119 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.