IFG Advisory’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

IFG Advisory’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	$1.62M	Buy	+18,951	New	+$1.49M	0.06%	333
2026 Q1	–	Sell	-21,573	Closed	-$1.47M	–	644
2025 Q4	$1.47M	Buy	21,573 +472	+2%	+$32.1K	0.06%	302
2025 Q3	$1.43M	Buy	21,101 +594	+3%	+$38.9K	0.07%	292
2025 Q2	$1.32M	Buy	20,507 +1,459	+8%	+$85.8K	0.07%	290
2025 Q1	$1.07M	Sell	19,048 -459	-2%	-$27.3K	0.06%	308
2024 Q4	$1.14M	Sell	19,507 -115	-0.6%	-$6.82K	0.06%	274
2024 Q3	$1.12M	Sell	19,622 -10,824	-36%	-$589K	0.07%	261
2024 Q2	$1.63M	Sell	30,446 -2,159	-7%	-$112K	0.1%	225
2024 Q1	$1.72M	Sell	32,605 -9,271	-22%	-$456K	0.13%	206
2023 Q4	$1.91M	Buy	41,876 +4,465	+12%	+$190K	0.14%	175
2023 Q3	$1.54M	Buy	+37,411	New	+$1.59M	0.13%	190

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

IFG Advisory's JMOM Position: Q2 2026 in Review

IFG Advisory opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026: 18,951 shares worth $1.62M. The stake represents 0.06% of the portfolio and ranks #333 among its holdings. This is a return to the name: IFG Advisory previously reported a position in JMOM as recently as Q4 2025.

IFG Advisory first reported a position in JMOM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2023. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

IFG Advisory held 18,951 shares of JPMorgan US Momentum Factor ETF worth $1.62M as of Q2 2026.
JPMorgan US Momentum Factor ETF was a new IFG Advisory position in Q2 2026.
JPMorgan US Momentum Factor ETF made up 0.06% of IFG Advisory's portfolio in Q2 2026, its #333 holding.
IFG Advisory first reported a position in JPMorgan US Momentum Factor ETF in Q3 2023 and has held it in 11 quarters since.
IFG Advisory's JPMorgan US Momentum Factor ETF position peaked at $1.91M in Q4 2023.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.