HBW
JMOM icon

Hazlett, Burt & Watson’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Hazlett, Burt & Watson’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 		$56K Hold
650
– – 0.01% 446
2026
Q1 		$44K Hold
650
– – 0.01% 468
2025
Q4 		$44K Hold
650
– – 0.01% 463
2025
Q3 		$44K Buy
+650
New +$42.6K 0.02% 445

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

Hazlett, Burt & Watson's JMOM Position: Q2 2026 in Review

Hazlett, Burt & Watson held its JPMorgan US Momentum Factor ETF (JMOM) position steady in Q2 2026 at 650 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #446.

Hazlett, Burt & Watson first reported a position in JMOM in Q3 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Hazlett, Burt & Watson held 650 shares of JPMorgan US Momentum Factor ETF worth $56K as of Q2 2026.
  • Hazlett, Burt & Watson left its JPMorgan US Momentum Factor ETF share count unchanged in Q2 2026.
  • JPMorgan US Momentum Factor ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #446 holding.
  • Hazlett, Burt & Watson first reported a position in JPMorgan US Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.