Morgan Stanley
JMOM icon

Morgan Stanley’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Morgan Stanley’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 		$440K Sell
5,154
-614
-11% -$48.2K ﹤0.01% 5604
2026
Q1 		$392K Sell
5,768
-18,628
-76% -$1.3M ﹤0.01% 5596
2025
Q4 		$1.66M Buy
24,396
+17,251
+241% +$1.17M ﹤0.01% 4927
2025
Q3 		$485K Buy
7,145
+977
+16% +$64K ﹤0.01% 5507
2025
Q2 		$397K Sell
6,168
-1,707
-22% -$100K ﹤0.01% 5567
2025
Q1 		$444K Sell
7,875
-317
-4% -$18.9K ﹤0.01% 5382
2024
Q4 		$477K Buy
8,192
+2,689
+49% +$160K ﹤0.01% 5431
2024
Q3 		$314K Buy
5,503
+706
+15% +$38.4K ﹤0.01% 5587
2024
Q2 		$257K Buy
4,797
+4,037
+531% +$210K ﹤0.01% 5567
2024
Q1 		$40.1K Buy
760
+1
+0.1% +$49 ﹤0.01% 6299
2023
Q4 		$34.7K Sell
759
-218
-22% -$9.3K ﹤0.01% 6281
2023
Q3 		$40.1K Buy
977
+367
+60% +$15.6K ﹤0.01% 6259
2023
Q2 		$25.8K Hold
610
– – ﹤0.01% 6477
2023
Q1 		$24.2K Buy
610
+468
+330% +$18.2K ﹤0.01% 6557
2022
Q4 		$5.35K Sell
142
-408
-74% -$15.5K ﹤0.01% 7132
2022
Q3 		$19K Hold
550
– – ﹤0.01% 6820
2022
Q2 		$20K Hold
550
– – ﹤0.01% 6989
2022
Q1 		$24K Sell
550
-39
-7% -$1.69K ﹤0.01% 7073
2021
Q4 		$28K Buy
589
+142
+32% +$6.7K ﹤0.01% 7071
2021
Q3 		$20K Hold
447
– – ﹤0.01% 7096
2021
Q2 		$19K Buy
+447
New +$18.5K ﹤0.01% 7024
2021
Q1 		– Sell
-257
Closed -$10K – 7522
2020
Q4 		$10K Buy
+257
New +$9.45K ﹤0.01% 6634

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

Morgan Stanley's JMOM Position: Q2 2026 in Review

Morgan Stanley reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 11% in Q2 2026, selling an estimated $48.2K and leaving 5,154 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #5604.

Morgan Stanley first reported a position in JMOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.66M in Q4 2025. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Morgan Stanley held 5,154 shares of JPMorgan US Momentum Factor ETF worth $440K as of Q2 2026.
  • Morgan Stanley sold 614 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $48.2K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5604 holding.
  • Morgan Stanley first reported a position in JPMorgan US Momentum Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Morgan Stanley's JPMorgan US Momentum Factor ETF position peaked at $1.66M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.