Klaas Financial Asset Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Klaas Financial Asset Advisors’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	$3.05M	Sell	35,647 -3,123	-8%	-$245K	0.38%	22
2026 Q1	$2.63M	Sell	38,770 -399,019	-91%	-$27.9M	0.36%	22
2025 Q4	$29.8M	Buy	437,789 +3,154	+0.7%	+$215K	4.33%	7
2025 Q3	$29.5M	Buy	434,635 +2,832	+0.7%	+$186K	4.43%	6
2025 Q2	$27.8M	Buy	431,803 +7,147	+2%	+$420K	4.39%	7
2025 Q1	$23.9M	Buy	424,656 +812	+0.2%	+$48.3K	4.13%	8
2024 Q4	$24.7M	Buy	423,844 +1,961	+0.5%	+$116K	4.35%	8
2024 Q3	$24.1M	Buy	421,883 +9,717	+2%	+$529K	4.18%	8
2024 Q2	$22.1M	Buy	+412,166	New	+$21.4M	4.05%	8

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

Klaas Financial Asset Advisors's JMOM Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 8.1% in Q2 2026, selling an estimated $245K and leaving 35,647 shares worth $3.05M. The position accounts for 0.38% of the portfolio, ranked #22.

Klaas Financial Asset Advisors first reported a position in JMOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.8M in Q4 2025. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Klaas Financial Asset Advisors held 35,647 shares of JPMorgan US Momentum Factor ETF worth $3.05M as of Q2 2026.
Klaas Financial Asset Advisors sold 3,123 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $245K.
JPMorgan US Momentum Factor ETF made up 0.38% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #22 holding.
Klaas Financial Asset Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
Klaas Financial Asset Advisors's JPMorgan US Momentum Factor ETF position peaked at $29.8M in Q4 2025.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.