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Legacy Wealth Management (Idaho)’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-669
Closed -$45.4K – 582
2026
Q1 		$45.4K Hold
669
– – 0.02% 277
2025
Q4 		$45.6K Hold
669
– – 0.02% 229
2025
Q3 		$45.4K Hold
669
– – 0.02% 180
2025
Q2 		$43K Sell
669
-895
-57% -$52.7K 0.02% 168
2025
Q1 		$88.1K Buy
+1,564
New +$93.1K 0.06% 105

Other funds holding JMOM

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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

Legacy Wealth Management (Idaho)'s JMOM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026, closing a stake of 669 shares — an estimated $45.4K sold.

Legacy Wealth Management (Idaho) first reported a position in JMOM in Q1 2025 and held it in 5 quarters. The position peaked at $88.1K in Q1 2025. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 669 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $45.4K.
  • Legacy Wealth Management (Idaho) first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s JPMorgan US Momentum Factor ETF position peaked at $88.1K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.