Nova R Wealth’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Nova R Wealth’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	$21.3M	Buy	249,662 +6,673	+3%	+$524K	6.22%	5
2026 Q1	$16.5M	Buy	242,989 +88,316	+57%	+$6.17M	5.27%	7
2025 Q4	$10.5M	Buy	154,673 +4,205	+3%	+$286K	3.84%	8
2025 Q3	$10.2M	Buy	150,468 +2,355	+2%	+$154K	4.33%	7
2025 Q2	$9.52M	Buy	148,113 +7,044	+5%	+$414K	4.43%	7
2025 Q1	$7.95M	Sell	141,069 -610	-0.4%	-$36.3K	3.94%	7
2024 Q4	$8.26M	Sell	141,679 -2,613	-2%	-$155K	4.16%	8
2024 Q3	$8.24M	Sell	144,292 -464	-0.3%	-$25.3K	4.06%	7
2024 Q2	$7.76M	Sell	144,756 -155	-0.1%	-$8.05K	4%	7
2024 Q1	$7.63M	Buy	144,911 +9,887	+7%	+$486K	3.99%	7
2023 Q4	$6.17M	Buy	135,024 +9,926	+8%	+$423K	3.89%	8
2023 Q3	$5.13M	Buy	125,098 +115,110	+1,152%	+$4.89M	3.54%	9
2023 Q2	$423K	Buy	+9,988	New	+$400K	0.28%	46

Other funds holding JMOM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPA

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

FTS

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

KFG

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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

KFAA

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFA

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

SEIA

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

Nova R Wealth's JMOM Position: Q2 2026 in Review

Nova R Wealth increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 2.7% in Q2 2026, buying an estimated $524K and bringing the position to 249,662 shares worth $21.3M. The position accounts for 6.22% of the portfolio, ranked #5.

Nova R Wealth first reported a position in JMOM in Q2 2023 and has held it in 13 quarters since. 26 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Nova R Wealth held 249,662 shares of JPMorgan US Momentum Factor ETF worth $21.3M as of Q2 2026.
Nova R Wealth bought 6,673 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $524K.
JPMorgan US Momentum Factor ETF made up 6.22% of Nova R Wealth's portfolio in Q2 2026, its #5 holding.
Nova R Wealth first reported a position in JPMorgan US Momentum Factor ETF in Q2 2023 and has held it in 13 quarters since.
26 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.