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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
Q3 		$1.02M Buy
12,276
+9,903
+417% +$820K 0.97% 29
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 $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return
Cassia Capital Partners
Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Moneywise Inc's JMOM Position: Q3 2026 in Review

Moneywise Inc increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 417% in Q3 2026, buying an estimated $820K and bringing the position to 12,276 shares worth $1.02M. The position accounts for 0.97% of the portfolio, ranked #29.

Moneywise Inc first reported a position in JMOM in Q2 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

  • Moneywise Inc held 12,276 shares of JPMorgan US Momentum Factor ETF worth $1.02M as of Q3 2026.
  • Moneywise Inc bought 9,903 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $820K.
  • JPMorgan US Momentum Factor ETF made up 0.97% of Moneywise Inc's portfolio in Q3 2026, its #29 holding.
  • Moneywise Inc first reported a position in JPMorgan US Momentum Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.