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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
Q2 		$2.01M Sell
23,514
-8,442
-26% -$663K 1.44% 22
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 $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

Hershey Financial Advisers's JMOM Position: Q2 2026 in Review

Hershey Financial Advisers reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 26% in Q2 2026, selling an estimated $663K and leaving 23,514 shares worth $2.01M. The position accounts for 1.44% of the portfolio, ranked #22.

Hershey Financial Advisers first reported a position in JMOM in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.17M in Q1 2026. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Hershey Financial Advisers held 23,514 shares of JPMorgan US Momentum Factor ETF worth $2.01M as of Q2 2026.
  • Hershey Financial Advisers sold 8,442 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $663K.
  • JPMorgan US Momentum Factor ETF made up 1.44% of Hershey Financial Advisers's portfolio in Q2 2026, its #22 holding.
  • Hershey Financial Advisers first reported a position in JPMorgan US Momentum Factor ETF in Q2 2024 and has held it in 5 quarters since.
  • Hershey Financial Advisers's JPMorgan US Momentum Factor ETF position peaked at $2.17M in Q1 2026.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.