Kathmere Capital Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Kathmere Capital Management’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	$4.93M	Sell	57,709 -2,539	-4%	-$199K	0.26%	72
2026 Q1	$4.09M	Sell	60,248 -542	-0.9%	-$37.9K	0.25%	77
2025 Q4	$4.14M	Sell	60,790 -1,832	-3%	-$125K	0.28%	68
2025 Q3	$4.25M	Sell	62,622 -42	-0.1%	-$2.75K	0.3%	61
2025 Q2	$4.03M	Buy	62,664 +309	+0.5%	+$18.2K	0.31%	61
2025 Q1	$3.51M	Buy	62,355 +698	+1%	+$41.5K	0.3%	58
2024 Q4	$3.59M	Sell	61,657 -2,542	-4%	-$151K	0.32%	56
2024 Q3	$3.67M	Sell	64,199 -421	-0.7%	-$22.9K	0.34%	50
2024 Q2	$3.46M	Sell	64,620 -562	-0.9%	-$29.2K	0.37%	48
2024 Q1	$3.43M	Sell	65,182 -10	-0%	-$491	0.39%	46
2023 Q4	$2.98M	Sell	65,192 -1,478	-2%	-$63K	0.39%	44
2023 Q3	$2.74M	Sell	66,670 -36	-0.1%	-$1.53K	0.41%	42
2023 Q2	$2.83M	Sell	66,706 -19,528	-23%	-$782K	0.44%	40
2023 Q1	$3.42M	Sell	86,234 -1,452	-2%	-$56.5K	0.56%	37
2022 Q4	$3.3M	Sell	87,686 -735	-0.8%	-$27.9K	0.58%	38
2022 Q3	$3.11M	Buy	88,421 +69,755	+374%	+$2.7M	0.62%	39
2022 Q2	$678K	Buy	18,666 +13,701	+276%	+$542K	0.13%	66
2022 Q1	$219K	Hold	4,965	–	–	0.04%	158
2021 Q4	$240K	Hold	4,965	–	–	0.04%	123
2021 Q3	$218K	Hold	4,965	–	–	0.04%	137
2021 Q2	$216K	Buy	+4,965	New	+$206K	0.04%	126
2021 Q1	–	Sell	-4,965	Closed	-$193K	–	282
2020 Q4	$193K	Sell	4,965 -1,364	-22%	-$50.1K	0.04%	131
2020 Q3	$220K	Sell	6,329 -4,332	-41%	-$145K	0.05%	103
2020 Q2	$330K	Hold	10,661	–	–	0.1%	79
2020 Q1	$266K	Buy	+10,661	New	+$314K	0.1%	66

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

Kathmere Capital Management's JMOM Position: Q2 2026 in Review

Kathmere Capital Management reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 4.2% in Q2 2026, selling an estimated $199K and leaving 57,709 shares worth $4.93M. The position accounts for 0.26% of the portfolio, ranked #72.

Kathmere Capital Management first reported a position in JMOM in Q1 2020 and has held it in 25 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Kathmere Capital Management held 57,709 shares of JPMorgan US Momentum Factor ETF worth $4.93M as of Q2 2026.
Kathmere Capital Management sold 2,539 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $199K.
JPMorgan US Momentum Factor ETF made up 0.26% of Kathmere Capital Management's portfolio in Q2 2026, its #72 holding.
Kathmere Capital Management first reported a position in JPMorgan US Momentum Factor ETF in Q1 2020 and has held it in 25 quarters since.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.