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

Mayflower 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
2026
Q2 		$574K Sell
6,722
-1,943
-22% -$153K 0.05% 268
2026
Q1 		$589K Sell
8,665
-3
-0% -$210 0.07% 236
2025
Q4 		$591K Buy
8,668
+229
+3% +$15.6K 0.07% 225
2025
Q3 		$573K Sell
8,439
-61
-0.7% -$4K 0.07% 235
2025
Q2 		$546K Buy
8,500
+137
+2% +$8.06K 0.08% 229
2025
Q1 		$471K Buy
+8,363
New +$498K 0.07% 238

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Equitable Holdings
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 $315M AUM 12.9% 1-Year Est. Return
EP Wealth Advisors
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

Mayflower Financial Advisors's JMOM Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 22% in Q2 2026, selling an estimated $153K and leaving 6,722 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #268.

Mayflower Financial Advisors first reported a position in JMOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $591K in Q4 2025. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Mayflower Financial Advisors held 6,722 shares of JPMorgan US Momentum Factor ETF worth $574K as of Q2 2026.
  • Mayflower Financial Advisors sold 1,943 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $153K.
  • JPMorgan US Momentum Factor ETF made up 0.05% of Mayflower Financial Advisors's portfolio in Q2 2026, its #268 holding.
  • Mayflower Financial Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • Mayflower Financial Advisors's JPMorgan US Momentum Factor ETF position peaked at $591K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.