Kestra Advisory Services’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Kestra Advisory Services’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	$265K	Buy	+3,103	New	+$244K	﹤0.01%	2874
2026 Q1	–	Sell	-778	Closed	-$53.1K	–	3778
2025 Q4	$53.1K	Buy	+778	New	+$53K	﹤0.01%	3899
2024 Q1	–	Sell	-10,947	Closed	-$500K	–	2500
2023 Q4	$500K	Buy	+10,947	New	+$467K	﹤0.01%	1532
2023 Q2	–	Sell	-10,315	Closed	-$409K	–	2150
2023 Q1	$409K	Buy	+10,315	New	+$402K	﹤0.01%	1380

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

Kestra Advisory Services's JMOM Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026: 3,103 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #2874 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in JMOM as recently as Q4 2025.

Kestra Advisory Services first reported a position in JMOM in Q1 2023 and has held it in 4 quarters since. The position peaked at $500K in Q4 2023. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Kestra Advisory Services held 3,103 shares of JPMorgan US Momentum Factor ETF worth $265K as of Q2 2026.
JPMorgan US Momentum Factor ETF was a new Kestra Advisory Services position in Q2 2026.
JPMorgan US Momentum Factor ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2874 holding.
Kestra Advisory Services first reported a position in JPMorgan US Momentum Factor ETF in Q1 2023 and has held it in 4 quarters since.
Kestra Advisory Services's JPMorgan US Momentum Factor ETF position peaked at $500K in Q4 2023.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.