JP Morgan Chase
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JP Morgan Chase’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

JP Morgan Chase’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 		$65M Buy
770,814
+13,087
+2% +$1.03M ﹤0.01% 1295
2026
Q1 		$49.8M Buy
757,727
+179,743
+31% +$12.6M ﹤0.01% 1399
2025
Q4 		$39.4M Buy
577,984
+47,365
+9% +$3.23M ﹤0.01% 1524
2025
Q3 		$36M Sell
530,619
-210,042
-28% -$13.8M ﹤0.01% 1633
2025
Q2 		$47.6M Buy
740,661
+285,477
+63% +$16.8M ﹤0.01% 1357
2025
Q1 		$25.7M Buy
455,184
+189,475
+71% +$11.3M ﹤0.01% 1717
2024
Q4 		$15.5M Buy
265,709
+171,043
+181% +$10.1M ﹤0.01% 2277
2024
Q3 		$5.41M Buy
94,666
+241
+0.3% +$13.1K ﹤0.01% 3161
2024
Q2 		$5.06M Buy
94,425
+30,927
+49% +$1.61M ﹤0.01% 3027
2024
Q1 		$3.35M Sell
63,498
-1,349
-2% -$66.3K ﹤0.01% 3430
2023
Q4 		$2.96M Buy
64,847
+45,661
+238% +$1.95M ﹤0.01% 3529
2023
Q3 		$787K Buy
19,186
+9,302
+94% +$395K ﹤0.01% 4228
2023
Q2 		$419K Buy
9,884
+869
+10% +$34.8K ﹤0.01% 4599
2023
Q1 		$358K Sell
9,015
-44,510
-83% -$1.73M ﹤0.01% 4702
2022
Q4 		$2.02M Buy
53,525
+23,525
+78% +$893K ﹤0.01% 3538
2022
Q3 		$1.05M Hold
30,000
– – ﹤0.01% 3947
2022
Q2 		$1.09M Hold
30,000
– – ﹤0.01% 4014
2022
Q1 		$1.32M Hold
30,000
– – ﹤0.01% 4073
2021
Q4 		$1.45M Hold
30,000
– – ﹤0.01% 4105
2021
Q3 		$1.32M Sell
30,000
-14,578
-33% -$655K ﹤0.01% 4102
2021
Q2 		$1.94M Sell
44,578
-10,422
-19% -$431K ﹤0.01% 3815
2021
Q1 		$2.16M Hold
55,000
– – ﹤0.01% 3664
2020
Q4 		$2.14M Sell
55,000
-613,000
-92% -$22.5M ﹤0.01% 3432
2020
Q3 		$23M Sell
668,000
-55,000
-8% -$1.84M ﹤0.01% 1412
2020
Q2 		$22.4M Hold
723,000
– – ﹤0.01% 1306
2020
Q1 		$18M Sell
723,000
-162,500
-18% -$4.78M ﹤0.01% 1325
2019
Q4 		$26.9M Sell
885,500
-114,733
-11% -$3.37M 0.01% 1357
2019
Q3 		$28.9M Hold
1,000,233
– – 0.01% 1316
2019
Q2 		$28.7M Hold
1,000,233
– – 0.01% 1307
2019
Q1 		$27.5M Buy
1,000,233
+2,233
+0.2% +$58.7K 0.01% 1316
2018
Q4 		$23.9M Hold
998,000
– – 0.01% 1345
2018
Q3 		$28.6M Hold
998,000
– – 0.01% 1383
2018
Q2 		$26.8M Hold
998,000
– – 0.01% 1370
2018
Q1 		$25.5M Hold
998,000
– – 0.01% 1345
2017
Q4 		$25.6M Buy
+998,000
New +$25.4M 0.01% 1398

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
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
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

JP Morgan Chase's JMOM Position: Q2 2026 in Review

JP Morgan Chase increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 1.7% in Q2 2026, buying an estimated $1.03M and bringing the position to 770,814 shares worth $65M. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

JP Morgan Chase first reported a position in JMOM in Q4 2017 and has held it in 35 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • JP Morgan Chase held 770,814 shares of JPMorgan US Momentum Factor ETF worth $65M as of Q2 2026.
  • JP Morgan Chase bought 13,087 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $1.03M.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1295 holding.
  • JP Morgan Chase first reported a position in JPMorgan US Momentum Factor ETF in Q4 2017 and has held it in 35 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.