MCM
JMOM icon

MAI Capital Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

MAI Capital Management’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
Q1 		– Sell
-210
Closed -$14.3K – 5089
2025
Q4 		$14.3K Hold
210
– – ﹤0.01% 2682
2025
Q3 		$14.2K Buy
+210
New +$13.8K ﹤0.01% 2580

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 $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

MAI Capital Management's JMOM Position: Q1 2026 in Review

MAI Capital Management sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2026, closing a stake of 210 shares — an estimated $14.3K sold.

MAI Capital Management first reported a position in JMOM in Q3 2025 and held it in 2 quarters. The position peaked at $14.3K in Q4 2025. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • MAI Capital Management reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 210 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $14.3K.
  • MAI Capital Management first reported a position in JPMorgan US Momentum Factor ETF in Q3 2025 and held it in 2 quarters.
  • MAI Capital Management's JPMorgan US Momentum Factor ETF position peaked at $14.3K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.