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Hershey Financial Advisers’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Hershey Financial Advisers’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
Q1 		$2.17M Buy
+31,956
New +$2.23M 1.87% 14
2025
Q4 		– Sell
-7,322
Closed -$497K – 92
2025
Q3 		$497K Buy
+7,322
New +$480K 0.43% 63
2024
Q4 		$464K Buy
+7,958
New +$472K 0.41% 58
2024
Q2 		$3.48K Buy
+65
New +$3.38K ﹤0.01% 125

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 $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Hershey Financial Advisers's JMOM Position: Q1 2026 in Review

Hershey Financial Advisers opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q1 2026: 31,956 shares worth $2.17M. The stake represents 1.87% of the portfolio and ranks #14 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in JMOM as recently as Q3 2025.

Hershey Financial Advisers first reported a position in JMOM in Q2 2024 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • Hershey Financial Advisers held 31,956 shares of JPMorgan US Momentum Factor ETF worth $2.17M as of Q1 2026.
  • JPMorgan US Momentum Factor ETF was a new Hershey Financial Advisers position in Q1 2026.
  • JPMorgan US Momentum Factor ETF made up 1.87% of Hershey Financial Advisers's portfolio in Q1 2026, its #14 holding.
  • Hershey Financial Advisers first reported a position in JPMorgan US Momentum Factor ETF in Q2 2024 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.