IB
JMOM icon

Intrust Bank’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Intrust Bank’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
Q1 		$3.11M Sell
45,825
-4,014
-8% -$280K 0.25% 66
2025
Q4 		$3.4M Sell
49,839
-987
-2% -$67.2K 0.28% 53
2025
Q3 		$3.45M Sell
50,826
-2,285
-4% -$150K 0.29% 54
2025
Q2 		$3.41M Sell
53,111
-29
-0.1% -$1.71K 0.3% 51
2025
Q1 		$2.99M Sell
53,140
-1,934
-4% -$115K 0.3% 58
2024
Q4 		$3.21M Sell
55,074
-1,870
-3% -$111K 0.33% 49
2024
Q3 		$3.25M Sell
56,944
-2,350
-4% -$128K 0.33% 53
2024
Q2 		$3.18M Sell
59,294
-2,015
-3% -$105K 0.34% 50
2024
Q1 		$3.23M Sell
61,309
-2,455
-4% -$121K 0.35% 50
2023
Q4 		$2.91M Sell
63,764
-29
-0% -$1.24K 0.34% 53
2023
Q3 		$2.62M Sell
63,793
-1,355
-2% -$57.5K 0.33% 53
2023
Q2 		$2.76M Sell
65,148
-1,097
-2% -$43.9K 0.33% 53
2023
Q1 		$2.63M Buy
66,245
+1,590
+2% +$61.9K 0.34% 52
2022
Q4 		$2.44M Sell
64,655
-2,926
-4% -$111K 0.34% 49
2022
Q3 		$2.38M Buy
67,581
+5,114
+8% +$198K 0.37% 44
2022
Q2 		$2.27M Buy
62,467
+48,624
+351% +$1.92M 0.33% 52
2022
Q1 		$609K Buy
13,843
+6,192
+81% +$269K 0.08% 214
2021
Q4 		$369K Buy
7,651
+200
+3% +$9.44K 0.04% 292
2021
Q3 		$327K Buy
7,451
+2
+0% +$90 0.04% 296
2021
Q2 		$325K Hold
7,449
– – 0.04% 289
2021
Q1 		$293K Buy
7,449
+362
+5% +$14.3K 0.04% 303
2020
Q4 		$276K Buy
7,087
+314
+5% +$11.5K 0.04% 302
2020
Q3 		$235K Hold
6,773
– – 0.04% 296
2020
Q2 		$210K Buy
+6,773
New +$196K 0.04% 306

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 $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Intrust Bank's JMOM Position: Q1 2026 in Review

Intrust Bank reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 8.1% in Q1 2026, selling an estimated $280K and leaving 45,825 shares worth $3.11M. The position accounts for 0.25% of the portfolio, ranked #66.

Intrust Bank first reported a position in JMOM in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.45M in Q3 2025. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • Intrust Bank held 45,825 shares of JPMorgan US Momentum Factor ETF worth $3.11M as of Q1 2026.
  • Intrust Bank sold 4,014 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $280K.
  • JPMorgan US Momentum Factor ETF made up 0.25% of Intrust Bank's portfolio in Q1 2026, its #66 holding.
  • Intrust Bank first reported a position in JPMorgan US Momentum Factor ETF in Q2 2020 and has held it in 24 quarters since.
  • Intrust Bank's JPMorgan US Momentum Factor ETF position peaked at $3.45M in Q3 2025.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Intrust Bank's 13F filing for Q1 2026, filed 6 May 2026.