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Magnolia Capital Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Magnolia Capital 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
2026
Q2 		$20.2M Sell
236,029
-2,919
-1% -$229K 3.46% 2
2026
Q1 		$16.2M Buy
238,948
+105,967
+80% +$7.4M 3.19% 2
2025
Q4 		$9.06M Buy
132,981
+7,443
+6% +$507K 1.91% 9
2025
Q3 		$8.52M Buy
125,538
+5,329
+4% +$349K 2.23% 5
2025
Q2 		$7.73M Sell
120,209
-21,952
-15% -$1.29M 1.95% 9
2025
Q1 		$8.01M Buy
142,161
+20,385
+17% +$1.21M 2.18% 9
2024
Q4 		$7.1M Buy
+121,776
New +$7.22M 1.84% 13
2024
Q2 		– Sell
-91,380
Closed -$4.52M – 138
2024
Q1 		$4.52M Buy
91,380
+537
+0.6% +$26.4K 3.78% 4
2023
Q4 		$4.34M Buy
+90,843
New +$3.87M 3.17% 7

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
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

Magnolia Capital Advisors's JMOM Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 1.2% in Q2 2026, selling an estimated $229K and leaving 236,029 shares worth $20.2M. The position accounts for 3.46% of the portfolio, ranked #2.

Magnolia Capital Advisors first reported a position in JMOM in Q4 2023 and has held it in 9 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Magnolia Capital Advisors held 236,029 shares of JPMorgan US Momentum Factor ETF worth $20.2M as of Q2 2026.
  • Magnolia Capital Advisors sold 2,919 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $229K.
  • JPMorgan US Momentum Factor ETF made up 3.46% of Magnolia Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • Magnolia Capital Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and has held it in 9 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.