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Johnson Investment Counsel’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Johnson Investment Counsel’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
2025
Q2 		– Sell
-5,300
Closed -$299K – 841
2025
Q1 		$299K Hold
5,300
– – ﹤0.01% 644
2024
Q4 		$309K Buy
+5,300
New +$314K ﹤0.01% 642

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Johnson Investment Counsel's JMOM Position: Q2 2025 in Review

Johnson Investment Counsel sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2025, closing a stake of 5,300 shares — an estimated $299K sold.

Johnson Investment Counsel first reported a position in JMOM in Q4 2024 and held it in 2 quarters. The position peaked at $309K in Q4 2024. 119 funds tracked by Wall St. Rank hold JMOM as of Q2 2025.

  • Johnson Investment Counsel reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 5,300 JPMorgan US Momentum Factor ETF shares in Q2 2025, an estimated $299K.
  • Johnson Investment Counsel first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and held it in 2 quarters.
  • Johnson Investment Counsel's JPMorgan US Momentum Factor ETF position peaked at $309K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2025.

Based on Johnson Investment Counsel's 13F filing for Q2 2025, filed 25 Jul 2025.