Marshall Wace
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Marshall Wace’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Marshall Wace’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
-6,129
Closed -$416K – 3449
2026
Q1 		$416K Buy
+6,129
New +$428K ﹤0.01% 2526

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
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

Marshall Wace's JMOM Position: Q2 2026 in Review

Marshall Wace sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026, closing a stake of 6,129 shares — an estimated $416K sold.

Marshall Wace first reported a position in JMOM in Q1 2026 and held it in 1 quarter. The position peaked at $416K in Q1 2026. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Marshall Wace reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 6,129 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $416K.
  • Marshall Wace first reported a position in JPMorgan US Momentum Factor ETF in Q1 2026 and held it in 1 quarter.
  • Marshall Wace's JPMorgan US Momentum Factor ETF position peaked at $416K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.