Osaic Holdings
JMOM icon

Osaic Holdings’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Osaic Holdings’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 		$1.2M Sell
14,080
-1,134
-7% -$89K ﹤0.01% 2814
2026
Q1 		$1.03M Buy
15,214
+1,420
+10% +$99.2K ﹤0.01% 2680
2025
Q4 		$940K Sell
13,794
-848
-6% -$57.8K ﹤0.01% 2760
2025
Q3 		$972K Buy
14,642
+1,320
+10% +$86.5K ﹤0.01% 2820
2025
Q2 		$857K Buy
13,322
+3,333
+33% +$196K ﹤0.01% 2630
2025
Q1 		$563K Buy
9,989
+1,364
+16% +$81.2K ﹤0.01% 2757
2024
Q4 		$503K Buy
8,625
+6,416
+290% +$381K ﹤0.01% 2789
2024
Q3 		$126K Buy
2,209
+715
+48% +$38.9K ﹤0.01% 4043
2024
Q2 		$80.1K Buy
1,494
+809
+118% +$42K ﹤0.01% 4305
2024
Q1 		$36.1K Hold
685
– – ﹤0.01% 4967
2023
Q4 		$31.3K Sell
685
-395
-37% -$16.8K ﹤0.01% 5215
2023
Q3 		$44.3K Buy
1,080
+119
+12% +$5.05K ﹤0.01% 5073
2023
Q2 		$40.7K Buy
961
+98
+11% +$3.93K ﹤0.01% 5071
2023
Q1 		$34.2K Buy
863
+164
+23% +$6.39K ﹤0.01% 5215
2022
Q4 		$27K Buy
699
+679
+3,395% +$25.8K ﹤0.01% 5360
2022
Q3 		$1K Hold
20
– – ﹤0.01% 7005
2022
Q2 		$1K Sell
20
-26
-57% -$1.03K ﹤0.01% 7094
2022
Q1 		$2K Sell
46
-325
-88% -$14.1K ﹤0.01% 6886
2021
Q4 		$18K Hold
371
– – ﹤0.01% 5860
2021
Q3 		$16K Buy
+371
New +$16.7K ﹤0.01% 5917
2020
Q3 		– Sell
-133
Closed -$4K – 6308
2020
Q2 		$4K Buy
+133
New +$3.84K ﹤0.01% 5568

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

Osaic Holdings's JMOM Position: Q2 2026 in Review

Osaic Holdings reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 7.5% in Q2 2026, selling an estimated $89K and leaving 14,080 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

Osaic Holdings first reported a position in JMOM in Q2 2020 and has held it in 21 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Osaic Holdings held 14,080 shares of JPMorgan US Momentum Factor ETF worth $1.2M as of Q2 2026.
  • Osaic Holdings sold 1,134 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $89K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2814 holding.
  • Osaic Holdings first reported a position in JPMorgan US Momentum Factor ETF in Q2 2020 and has held it in 21 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.