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Moneywise Inc’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Moneywise Inc’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 		$203K Buy
+2,373
New +$186K 0.08% 85

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

Moneywise Inc's JMOM Position: Q2 2026 in Review

Moneywise Inc opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026: 2,373 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #85 among its holdings.

159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Moneywise Inc held 2,373 shares of JPMorgan US Momentum Factor ETF worth $203K as of Q2 2026.
  • JPMorgan US Momentum Factor ETF was a new Moneywise Inc position in Q2 2026.
  • JPMorgan US Momentum Factor ETF made up 0.08% of Moneywise Inc's portfolio in Q2 2026, its #85 holding.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.