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

IFP 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 		$66.3K Sell
776
-5
-0.6% -$393 ﹤0.01% 2224
2026
Q1 		$53K Buy
781
+417
+115% +$29.1K ﹤0.01% 2205
2025
Q4 		$24.8K Buy
364
+13
+4% +$885 ﹤0.01% 2610
2025
Q3 		$23.8K Buy
351
+37
+12% +$2.42K ﹤0.01% 2496
2025
Q2 		$20.2K Buy
314
+154
+96% +$9.06K ﹤0.01% 2542
2025
Q1 		$9.02K Sell
160
-114
-42% -$6.78K ﹤0.01% 2617
2024
Q4 		$16K Buy
274
+114
+71% +$6.76K ﹤0.01% 2347
2024
Q3 		$9.14K Hold
160
– – ﹤0.01% 2461
2024
Q2 		$8.58K Hold
160
– – ﹤0.01% 2390
2024
Q1 		$8.43K Hold
160
– – ﹤0.01% 2298
2023
Q4 		$7.31K Hold
160
– – ﹤0.01% 2294
2023
Q3 		$6.57K Hold
160
– – ﹤0.01% 2414
2023
Q2 		$6.78K Hold
160
– – ﹤0.01% 2430
2023
Q1 		$4.35K Sell
160
-140
-47% -$5.45K ﹤0.01% 2625
2022
Q4 		$8K Hold
300
– – ﹤0.01% 3524
2022
Q3 		$8K Hold
300
– – ﹤0.01% 3779
2022
Q2 		$8K Hold
300
– – ﹤0.01% 3532
2022
Q1 		$8K Buy
+300
New +$13K ﹤0.01% 3531
2021
Q1 		– Sell
-160
Closed -$6.33K – 3116
2020
Q4 		$6K Hold
160
– – ﹤0.01% 2255
2020
Q3 		$6K Buy
+160
New +$5.36K ﹤0.01% 2107

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

IFP Advisors's JMOM Position: Q2 2026 in Review

IFP Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.64% in Q2 2026, selling an estimated $393 and leaving 776 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

IFP Advisors first reported a position in JMOM in Q3 2020 and has held it in 20 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • IFP Advisors held 776 shares of JPMorgan US Momentum Factor ETF worth $66.3K as of Q2 2026.
  • IFP Advisors sold 5 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $393.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2224 holding.
  • IFP Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q3 2020 and has held it in 20 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.