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

LGT Financial 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
2025
Q4 		– Sell
-48
Closed -$3.26K – 328
2025
Q3 		$3.26K Hold
48
– – 0.01% 325
2025
Q2 		$3.09K Sell
48
-3
-6% -$176 0.01% 333
2025
Q1 		$2.87K Buy
+51
New +$3.04K 0.01% 257

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

LGT Financial Advisors's JMOM Position: Q4 2025 in Review

LGT Financial Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q4 2025, closing a stake of 48 shares — an estimated $3.26K sold.

LGT Financial Advisors first reported a position in JMOM in Q1 2025 and held it in 3 quarters. The position peaked at $3.26K in Q3 2025. 131 funds tracked by Wall St. Rank hold JMOM as of Q4 2025.

  • LGT Financial Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 48 JPMorgan US Momentum Factor ETF shares in Q4 2025, an estimated $3.26K.
  • LGT Financial Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and held it in 3 quarters.
  • LGT Financial Advisors's JPMorgan US Momentum Factor ETF position peaked at $3.26K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.