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O'Shaughnessy Asset Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

O'Shaughnessy Asset 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 		$320K Buy
3,750
+822
+28% +$64.5K ﹤0.01% 1798
2026
Q1 		$199K Buy
2,928
+1,124
+62% +$78.5K ﹤0.01% 1995
2025
Q4 		$123K Buy
1,804
+130
+8% +$8.85K ﹤0.01% 2087
2025
Q3 		$114K Hold
1,674
– – ﹤0.01% 2068
2025
Q2 		$108K Hold
1,674
– – ﹤0.01% 1943
2025
Q1 		$94.3K Buy
+1,674
New +$99.6K ﹤0.01% 1905

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

O'Shaughnessy Asset Management's JMOM Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 28% in Q2 2026, buying an estimated $64.5K and bringing the position to 3,750 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

O'Shaughnessy Asset Management first reported a position in JMOM in Q1 2025 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • O'Shaughnessy Asset Management held 3,750 shares of JPMorgan US Momentum Factor ETF worth $320K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 822 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $64.5K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1798 holding.
  • O'Shaughnessy Asset Management first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.