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

Larson 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 		$85.8K Sell
1,004
-79
-7% -$6.2K ﹤0.01% 1255
2026
Q1 		$73.6K Sell
1,083
-22
-2% -$1.54K ﹤0.01% 1143
2025
Q4 		$75.3K Sell
1,105
-15
-1% -$1.02K ﹤0.01% 1048
2025
Q3 		$76.1K Sell
1,120
-6,937
-86% -$454K ﹤0.01% 1000
2025
Q2 		$518K Sell
8,057
-2,359
-23% -$139K 0.02% 422
2025
Q1 		$587K Buy
+10,416
New +$620K 0.03% 357

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

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

Larson Financial Group reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 7.3% in Q2 2026, selling an estimated $6.2K and leaving 1,004 shares worth $85.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Larson Financial Group first reported a position in JMOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $587K in Q1 2025. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Larson Financial Group held 1,004 shares of JPMorgan US Momentum Factor ETF worth $85.8K as of Q2 2026.
  • Larson Financial Group sold 79 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $6.2K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1255 holding.
  • Larson Financial Group first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's JPMorgan US Momentum Factor ETF position peaked at $587K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

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