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JMOM icon

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

NewEdge 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 		$765K Buy
8,946
+2,423
+37% +$190K ﹤0.01% 1846
2026
Q1 		$443K Buy
6,523
+139
+2% +$9.71K ﹤0.01% 2089
2025
Q4 		$435K Buy
6,384
+5,891
+1,195% +$401K ﹤0.01% 2076
2025
Q3 		$33.5K Hold
493
– – ﹤0.01% 2955
2025
Q2 		$31.7K Hold
493
– – ﹤0.01% 2803
2025
Q1 		$27.8K Hold
493
– – ﹤0.01% 2749
2024
Q4 		$28.7K Hold
493
– – ﹤0.01% 2697
2024
Q3 		$28.2K Hold
493
– – ﹤0.01% 2619
2024
Q2 		$26.4K Sell
493
-2,241
-82% -$116K ﹤0.01% 2545
2024
Q1 		$144K Buy
+2,734
New +$134K ﹤0.01% 1939
2023
Q3 		– Sell
-5,008
Closed -$212K – 3569
2023
Q2 		$212K Buy
+5,008
New +$201K ﹤0.01% 1613

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

NewEdge Advisors's JMOM Position: Q2 2026 in Review

NewEdge Advisors increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 37% in Q2 2026, buying an estimated $190K and bringing the position to 8,946 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

NewEdge Advisors first reported a position in JMOM in Q2 2023 and has held it in 11 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • NewEdge Advisors held 8,946 shares of JPMorgan US Momentum Factor ETF worth $765K as of Q2 2026.
  • NewEdge Advisors bought 2,423 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $190K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1846 holding.
  • NewEdge Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q2 2023 and has held it in 11 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.