JY
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Jeff Yass’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Jeff Yass’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 		$1.78M Sell
20,818
-18,727
-47% -$1.47M ﹤0.01% 6763
2026
Q1 		$2.69M Buy
39,545
+20,196
+104% +$1.41M ﹤0.01% 5508
2025
Q4 		$1.32M Buy
+19,349
New +$1.32M ﹤0.01% 6552
2025
Q3 		– Sell
-7,009
Closed -$451K – 13167
2025
Q2 		$451K Sell
7,009
-14,759
-68% -$868K ﹤0.01% 9417
2025
Q1 		$1.23M Buy
21,768
+5,645
+35% +$336K ﹤0.01% 6740
2024
Q4 		$939K Sell
16,123
-55,602
-78% -$3.3M ﹤0.01% 7124
2024
Q3 		$4.1M Buy
+71,725
New +$3.9M ﹤0.01% 3958
2024
Q2 		– Sell
-67,693
Closed -$3.57M – 12662
2024
Q1 		$3.57M Buy
67,693
+39,173
+137% +$1.93M ﹤0.01% 4187
2023
Q4 		$1.3M Sell
28,520
-44,285
-61% -$1.89M ﹤0.01% 6335
2023
Q3 		$2.99M Buy
+72,805
New +$3.09M ﹤0.01% 4394
2023
Q1 		– Sell
-5,849
Closed -$220K – 13046
2022
Q4 		$220K Sell
5,849
-9,823
-63% -$373K ﹤0.01% 9879
2022
Q3 		$551K Buy
+15,672
New +$606K ﹤0.01% 8228
2022
Q2 		– Sell
-5,112
Closed -$225K – 13426
2022
Q1 		$225K Sell
5,112
-8,619
-63% -$374K ﹤0.01% 10956
2021
Q4 		$663K Buy
13,731
+8,619
+169% +$407K ﹤0.01% 8407
2021
Q3 		$224K Hold
5,112
– – ﹤0.01% 11234
2021
Q2 		$223K Buy
+5,112
New +$212K ﹤0.01% 11368
2020
Q4 		– Sell
-7,618
Closed -$265K – 11382
2020
Q3 		$265K Sell
7,618
-38,494
-83% -$1.29M ﹤0.01% 8958
2020
Q2 		$1.43M Buy
46,112
+10,983
+31% +$317K ﹤0.01% 5128
2020
Q1 		$875K Sell
35,129
-10,140
-22% -$298K ﹤0.01% 5702
2019
Q4 		$1.38M Buy
+45,269
New +$1.33M ﹤0.01% 4939

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

Jeff Yass's JMOM Position: Q2 2026 in Review

Jeff Yass reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 47% in Q2 2026, selling an estimated $1.47M and leaving 20,818 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #6763.

Jeff Yass first reported a position in JMOM in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.1M in Q3 2024. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Jeff Yass held 20,818 shares of JPMorgan US Momentum Factor ETF worth $1.78M as of Q2 2026.
  • Jeff Yass sold 18,727 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $1.47M.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6763 holding.
  • Jeff Yass first reported a position in JPMorgan US Momentum Factor ETF in Q4 2019 and has held it in 20 quarters since.
  • Jeff Yass's JPMorgan US Momentum Factor ETF position peaked at $4.1M in Q3 2024.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.