OPS
JMOM icon

Orion Portfolio Solutions’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$3.58M Sell
63,541
-221
-0.3% -$13.2K 0.04% 460
2024
Q4 		$3.72M Buy
63,762
+4,722
+8% +$280K 0.04% 417
2024
Q3 		$3.37M Sell
59,040
-3,288
-5% -$179K 0.03% 450
2024
Q2 		$3.34M Buy
+62,328
New +$3.24M 0.04% 426

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 $8.74B AUM 14.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Orion Portfolio Solutions's JMOM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.35% in Q1 2025, selling an estimated $13.2K and leaving 63,541 shares worth $3.58M. The position accounts for 0.04% of the portfolio, ranked #460.

Orion Portfolio Solutions first reported a position in JMOM in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.72M in Q4 2024. 107 funds tracked by Wall St. Rank hold JMOM as of Q1 2025.

  • Orion Portfolio Solutions held 63,541 shares of JPMorgan US Momentum Factor ETF worth $3.58M as of Q1 2025.
  • Orion Portfolio Solutions sold 221 JPMorgan US Momentum Factor ETF shares in Q1 2025, an estimated $13.2K.
  • JPMorgan US Momentum Factor ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #460 holding.
  • Orion Portfolio Solutions first reported a position in JPMorgan US Momentum Factor ETF in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's JPMorgan US Momentum Factor ETF position peaked at $3.72M in Q4 2024.
  • 107 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.