NorthCrest Asset Manangement’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

NorthCrest Asset Manangement’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	$2.63M	Sell	31,129 -1,107	-3%	-$91.7K	0.06%	212
2026 Q2	$2.71M	Buy	32,236 +592	+2%	+$46.5K	0.07%	203
2026 Q1	$2.19M	Buy	31,644 +92	+0.3%	+$6.43K	0.07%	209
2025 Q4	$2.19M	Buy	31,552 +1,682	+6%	+$115K	0.05%	234
2025 Q3	$2.02M	Buy	29,870 +2,665	+10%	+$175K	0.05%	225
2025 Q2	$1.76M	Buy	27,205 +5,221	+24%	+$307K	0.05%	222
2025 Q1	$1.24M	Buy	21,984 +13,705	+166%	+$816K	0.04%	267
2024 Q4	$482K	Buy	+8,279	New	+$491K	0.01%	403

Other funds holding JMOM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

NorthCrest Asset Manangement's JMOM Position: Q3 2026 in Review

NorthCrest Asset Manangement reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 3.4% in Q3 2026, selling an estimated $91.7K and leaving 31,129 shares worth $2.63M. The position accounts for 0.06% of the portfolio, ranked #212.

NorthCrest Asset Manangement first reported a position in JMOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.71M in Q2 2026. 17 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

NorthCrest Asset Manangement held 31,129 shares of JPMorgan US Momentum Factor ETF worth $2.63M as of Q3 2026.
NorthCrest Asset Manangement sold 1,107 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $91.7K.
JPMorgan US Momentum Factor ETF made up 0.06% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #212 holding.
NorthCrest Asset Manangement first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 8 quarters since.
NorthCrest Asset Manangement's JPMorgan US Momentum Factor ETF position peaked at $2.71M in Q2 2026.
17 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.