Northwestern Mutual Wealth Management
JMOM icon

Northwestern Mutual Wealth Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Northwestern Mutual Wealth Management’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 		$661K Buy
7,733
+2
+0% +$157 ﹤0.01% 1557
2026
Q1 		$525K Sell
7,731
-445
-5% -$31.1K ﹤0.01% 1552
2025
Q4 		$557K Buy
8,176
+2,637
+48% +$180K ﹤0.01% 1486
2025
Q3 		$376K Sell
5,539
-503
-8% -$33K ﹤0.01% 1551
2025
Q2 		$388K Buy
6,042
+408
+7% +$24K ﹤0.01% 1483
2025
Q1 		$318K Sell
5,634
-501
-8% -$29.8K ﹤0.01% 1489
2024
Q4 		$358K Sell
6,135
-407
-6% -$24.1K ﹤0.01% 1434
2024
Q3 		$374K Sell
6,542
-375
-5% -$20.4K ﹤0.01% 1405
2024
Q2 		$371K Sell
6,917
-930
-12% -$48.3K ﹤0.01% 1360
2024
Q1 		$413K Buy
7,847
+2,746
+54% +$135K ﹤0.01% 1305
2023
Q4 		$233K Sell
5,101
-3,622
-42% -$154K ﹤0.01% 1451
2023
Q3 		$358K Buy
8,723
+1,341
+18% +$56.9K ﹤0.01% 1272
2023
Q2 		$313K Buy
7,382
+53
+0.7% +$2.12K ﹤0.01% 1321
2023
Q1 		$291K Sell
7,329
-2,947
-29% -$115K ﹤0.01% 1310
2022
Q4 		$387K Buy
10,276
+5,839
+132% +$222K ﹤0.01% 1191
2022
Q3 		$156K Buy
4,437
+579
+15% +$22.4K ﹤0.01% 1480
2022
Q2 		$140K Buy
3,858
+1,382
+56% +$54.6K ﹤0.01% 1520
2022
Q1 		$109K Buy
+2,476
New +$108K ﹤0.01% 1669
2020
Q3 		– Sell
-4,062
Closed -$126K – 2607
2020
Q2 		$126K Buy
+4,062
New +$117K ﹤0.01% 1132

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

Northwestern Mutual Wealth Management's JMOM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.03% in Q2 2026, buying an estimated $157 and bringing the position to 7,733 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Northwestern Mutual Wealth Management first reported a position in JMOM in Q2 2020 and has held it in 19 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 7,733 shares of JPMorgan US Momentum Factor ETF worth $661K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 2 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $157.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1557 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan US Momentum Factor ETF in Q2 2020 and has held it in 19 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.