Legacy Investment Solutions’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Legacy Investment Solutions’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
2025 Q2	$43K	Buy	+669	New	+$39.4K	0.02%	168

Other funds holding JMOM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Legacy Investment Solutions's JMOM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q2 2025: 669 shares worth $43K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings.

119 funds tracked by Wall St. Rank hold JMOM as of Q2 2025.

Legacy Investment Solutions held 669 shares of JPMorgan US Momentum Factor ETF worth $43K as of Q2 2025.
JPMorgan US Momentum Factor ETF was a new Legacy Investment Solutions position in Q2 2025.
JPMorgan US Momentum Factor ETF made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #168 holding.
119 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.