Integrated Wealth Concepts’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Integrated Wealth Concepts’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	$1.14M	Sell	13,348 -619	-4%	-$48.6K	0.01%	1271
2026 Q1	$949K	Buy	+13,967	New	+$976K	0.01%	1149
2025 Q4	–	Sell	-16,093	Closed	-$1.09M	–	1852
2025 Q3	$1.09M	Sell	16,093 -177,696	-92%	-$11.6M	0.01%	932
2025 Q2	$12.5M	Buy	193,789 +6,877	+4%	+$405K	0.13%	154
2025 Q1	$10.5M	Buy	186,912 +12,275	+7%	+$730K	0.12%	163
2024 Q4	$10.2M	Buy	174,637 +168,780	+2,882%	+$10M	0.12%	166
2024 Q3	$335K	Buy	+5,857	New	+$319K	﹤0.01%	1268

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

Integrated Wealth Concepts's JMOM Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 4.4% in Q2 2026, selling an estimated $48.6K and leaving 13,348 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1271.

Integrated Wealth Concepts first reported a position in JMOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q2 2025. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Integrated Wealth Concepts held 13,348 shares of JPMorgan US Momentum Factor ETF worth $1.14M as of Q2 2026.
Integrated Wealth Concepts sold 619 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $48.6K.
JPMorgan US Momentum Factor ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1271 holding.
Integrated Wealth Concepts first reported a position in JPMorgan US Momentum Factor ETF in Q3 2024 and has held it in 7 quarters since.
Integrated Wealth Concepts's JPMorgan US Momentum Factor ETF position peaked at $12.5M in Q2 2025.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.