HHM Wealth Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

HHM Wealth Advisors’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	$74.2K	Hold	868	–	–	0.01%	331
2026 Q1	$58.9K	Hold	868	–	–	0.01%	347
2025 Q4	$59.1K	Buy	868 +3	+0.3%	+$204	0.01%	337
2025 Q3	$58.8K	Buy	865 +2	+0.2%	+$131	0.01%	352
2025 Q2	$55.5K	Sell	863 -809	-48%	-$47.6K	0.01%	357
2025 Q1	$94.2K	Buy	1,672 +3	+0.2%	+$179	0.01%	269
2024 Q4	$97.2K	Buy	1,669 +5	+0.3%	+$297	0.01%	266
2024 Q3	$95K	Buy	1,664 +4	+0.2%	+$218	0.01%	250
2024 Q2	$89K	Buy	1,660 +3	+0.2%	+$156	0.01%	264
2024 Q1	$87.3K	Buy	1,657 +1	+0.1%	+$49	0.01%	224
2023 Q4	$75.7K	Buy	1,656 +7	+0.4%	+$299	0.01%	235
2023 Q3	$67.7K	Buy	1,649 +22	+1%	+$934	0.01%	238
2023 Q2	$69K	Buy	1,627 +63	+4%	+$2.52K	0.01%	246
2023 Q1	$62.1K	Buy	1,564 +59	+4%	+$2.3K	0.01%	248
2022 Q4	$56.7K	Buy	1,505 +59	+4%	+$2.24K	0.01%	230
2022 Q3	$51K	Buy	1,446 +57	+4%	+$2.2K	0.01%	230
2022 Q2	$50K	Buy	1,389 +56	+4%	+$2.21K	0.01%	278
2022 Q1	$59K	Buy	1,333 +25	+2%	+$1.09K	0.01%	283
2021 Q4	$63K	Buy	1,308 +7	+0.5%	+$330	0.02%	280
2021 Q3	$57K	Hold	1,301	–	–	0.02%	280
2021 Q2	$57K	Hold	1,301	–	–	0.02%	282
2021 Q1	$51K	Buy	1,301 +35	+3%	+$1.39K	0.02%	273
2020 Q4	$49K	Buy	1,266 +121	+11%	+$4.45K	0.02%	262
2020 Q3	$40K	Buy	1,145 +134	+13%	+$4.49K	0.02%	248
2020 Q2	$31K	Buy	1,011 +135	+15%	+$3.9K	0.01%	267
2020 Q1	$22K	Buy	+876	New	+$25.8K	0.01%	290

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 $9.54B AUM 19.86% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

HHM Wealth Advisors's JMOM Position: Q2 2026 in Review

HHM Wealth Advisors held its JPMorgan US Momentum Factor ETF (JMOM) position steady in Q2 2026 at 868 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #331.

HHM Wealth Advisors first reported a position in JMOM in Q1 2020 and has held it in 26 quarters since. The position peaked at $97.2K in Q4 2024. 47 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

HHM Wealth Advisors held 868 shares of JPMorgan US Momentum Factor ETF worth $74.2K as of Q2 2026.
HHM Wealth Advisors left its JPMorgan US Momentum Factor ETF share count unchanged in Q2 2026.
JPMorgan US Momentum Factor ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #331 holding.
HHM Wealth Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's JPMorgan US Momentum Factor ETF position peaked at $97.2K in Q4 2024.
47 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.