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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM