HI
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Harbour Investments’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Harbour Investments’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 		$15.8K Sell
185
-54
-23% -$4.24K ﹤0.01% 3100
2026
Q1 		$16.3K Sell
239
-343
-59% -$24K ﹤0.01% 2997
2025
Q4 		$39.6K Sell
582
-320
-35% -$21.8K ﹤0.01% 2062
2025
Q3 		$61.3K Buy
902
+1
+0.1% +$66 ﹤0.01% 1802
2025
Q2 		$57.9K Sell
901
-357
-28% -$21K ﹤0.01% 1739
2025
Q1 		$70.9K Sell
1,258
-44
-3% -$2.62K ﹤0.01% 1603
2024
Q4 		$75.9K Sell
1,302
-165
-11% -$9.79K ﹤0.01% 1503
2024
Q3 		$83.8K Sell
1,467
-616
-30% -$33.5K ﹤0.01% 1416
2024
Q2 		$112K Buy
2,083
+3
+0.1% +$156 ﹤0.01% 1190
2024
Q1 		$110K Sell
2,080
-420
-17% -$20.6K ﹤0.01% 1168
2023
Q4 		$114K Sell
2,500
-321
-11% -$13.7K ﹤0.01% 1079
2023
Q3 		$116K Buy
2,821
+7
+0.2% +$297 0.01% 993
2023
Q2 		$119K Buy
2,814
+8
+0.3% +$320 0.01% 982
2023
Q1 		$111K Buy
2,806
+2,027
+260% +$78.9K 0.01% 993
2022
Q4 		$29.4K Buy
+779
New +$29.6K ﹤0.01% 1517

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

Harbour Investments's JMOM Position: Q2 2026 in Review

Harbour Investments reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 23% in Q2 2026, selling an estimated $4.24K and leaving 185 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Harbour Investments first reported a position in JMOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $119K in Q2 2023. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Harbour Investments held 185 shares of JPMorgan US Momentum Factor ETF worth $15.8K as of Q2 2026.
  • Harbour Investments sold 54 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $4.24K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3100 holding.
  • Harbour Investments first reported a position in JPMorgan US Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Harbour Investments's JPMorgan US Momentum Factor ETF position peaked at $119K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.