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Kelly Financial Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Kelly Financial Group’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 		$4.53M Sell
53,016
-926
-2% -$72.7K 1.01% 18
2026
Q1 		$3.66M Buy
53,942
+14,186
+36% +$991K 0.92% 20
2025
Q4 		$2.71M Sell
39,756
-709
-2% -$48.3K 0.69% 23
2025
Q3 		$2.75M Sell
40,465
-1,854
-4% -$121K 0.73% 23
2025
Q2 		$2.72M Sell
42,319
-730
-2% -$42.9K 0.79% 23
2025
Q1 		$2.43M Buy
43,049
+36,395
+547% +$2.17M 0.76% 24
2024
Q4 		$388K Buy
+6,654
New +$395K 0.14% 46

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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Kelly Financial Group's JMOM Position: Q2 2026 in Review

Kelly Financial Group reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 1.7% in Q2 2026, selling an estimated $72.7K and leaving 53,016 shares worth $4.53M. The position accounts for 1.01% of the portfolio, ranked #18.

Kelly Financial Group first reported a position in JMOM in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Kelly Financial Group held 53,016 shares of JPMorgan US Momentum Factor ETF worth $4.53M as of Q2 2026.
  • Kelly Financial Group sold 926 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $72.7K.
  • JPMorgan US Momentum Factor ETF made up 1.01% of Kelly Financial Group's portfolio in Q2 2026, its #18 holding.
  • Kelly Financial Group first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.