LPL Financial
JMOM icon

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

LPL Financial’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 		$71.7M Buy
838,538
+424,222
+102% +$33.3M 0.02% 845
2026
Q1 		$28.1M Buy
414,316
+41,643
+11% +$2.91M 0.01% 1244
2025
Q4 		$25.4M Buy
372,673
+5,466
+1% +$372K 0.01% 1250
2025
Q3 		$24.9M Sell
367,207
-239,692
-39% -$15.7M 0.01% 1226
2025
Q2 		$39M Buy
606,899
+408,553
+206% +$24M 0.01% 891
2025
Q1 		$11.2M Sell
198,346
-42,717
-18% -$2.54M ﹤0.01% 1517
2024
Q4 		$14M Buy
241,063
+22,576
+10% +$1.34M 0.01% 1300
2024
Q3 		$12.5M Buy
218,487
+18,814
+9% +$1.02M 0.01% 1318
2024
Q2 		$10.7M Sell
199,673
-14,364
-7% -$747K 0.01% 1331
2024
Q1 		$11.3M Buy
214,037
+11,191
+6% +$550K 0.01% 1255
2023
Q4 		$9.27M Buy
202,846
+10,338
+5% +$441K 0.01% 1303
2023
Q3 		$7.9M Buy
192,508
+122,059
+173% +$5.18M 0.01% 1308
2023
Q2 		$2.98M Buy
70,449
+16,914
+32% +$678K ﹤0.01% 1925
2023
Q1 		$2.12M Buy
53,535
+31,698
+145% +$1.23M ﹤0.01% 2097
2022
Q4 		$823K Sell
21,837
-11,646
-35% -$442K ﹤0.01% 2792
2022
Q3 		$1.18M Buy
33,483
+283
+0.9% +$10.9K ﹤0.01% 2405
2022
Q2 		$1.21M Sell
33,200
-4,930
-13% -$195K ﹤0.01% 2432
2022
Q1 		$1.68M Buy
38,130
+11,833
+45% +$514K ﹤0.01% 2194
2021
Q4 		$1.27M Buy
26,297
+8,063
+44% +$381K ﹤0.01% 2449
2021
Q3 		$800K Buy
18,234
+9,631
+112% +$433K ﹤0.01% 2807
2021
Q2 		$375K Sell
8,603
-293
-3% -$12.1K ﹤0.01% 3407
2021
Q1 		$350K Buy
+8,896
New +$352K ﹤0.01% 3348
2020
Q1 		– Sell
-42,192
Closed -$1.28M – 3332
2019
Q4 		$1.28M Buy
42,192
+3,197
+8% +$94K ﹤0.01% 1664
2019
Q3 		$1.13M Buy
+38,995
New +$1.14M ﹤0.01% 1637

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
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
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

LPL Financial's JMOM Position: Q2 2026 in Review

LPL Financial increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 102% in Q2 2026, buying an estimated $33.3M and bringing the position to 838,538 shares worth $71.7M. The position accounts for 0.02% of the portfolio, ranked #845.

LPL Financial first reported a position in JMOM in Q3 2019 and has held it in 24 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • LPL Financial held 838,538 shares of JPMorgan US Momentum Factor ETF worth $71.7M as of Q2 2026.
  • LPL Financial bought 424,222 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $33.3M.
  • JPMorgan US Momentum Factor ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #845 holding.
  • LPL Financial first reported a position in JPMorgan US Momentum Factor ETF in Q3 2019 and has held it in 24 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.