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 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 $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NorthCrest Asset Manangement's JMOM Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 1.9% in Q2 2026, buying an estimated $46.5K and bringing the position to 32,236 shares worth $2.71M. The position accounts for 0.07% of the portfolio, ranked #203.

NorthCrest Asset Manangement first reported a position in JMOM in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

NorthCrest Asset Manangement held 32,236 shares of JPMorgan US Momentum Factor ETF worth $2.71M as of Q2 2026.
NorthCrest Asset Manangement bought 592 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $46.5K.
JPMorgan US Momentum Factor ETF made up 0.07% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #203 holding.
NorthCrest Asset Manangement first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.