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Lake Street Private Wealth’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Lake Street Private Wealth’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 		$662K Sell
7,750
-948
-11% -$74.4K 0.08% 148
2026
Q1 		$591K Buy
8,698
+802
+10% +$56K 0.08% 153
2025
Q4 		$538K Buy
7,896
+103
+1% +$7.01K 0.07% 169
2025
Q3 		$529K Sell
7,793
-173
-2% -$11.3K 0.07% 163
2025
Q2 		$512K Buy
+7,966
New +$469K 0.07% 154

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
JP Morgan Chase
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

Lake Street Private Wealth's JMOM Position: Q2 2026 in Review

Lake Street Private Wealth reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 11% in Q2 2026, selling an estimated $74.4K and leaving 7,750 shares worth $662K. The position accounts for 0.08% of the portfolio, ranked #148.

Lake Street Private Wealth first reported a position in JMOM in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Lake Street Private Wealth held 7,750 shares of JPMorgan US Momentum Factor ETF worth $662K as of Q2 2026.
  • Lake Street Private Wealth sold 948 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $74.4K.
  • JPMorgan US Momentum Factor ETF made up 0.08% of Lake Street Private Wealth's portfolio in Q2 2026, its #148 holding.
  • Lake Street Private Wealth first reported a position in JPMorgan US Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.