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

Palumbo 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 		$1.71M Buy
20,041
+92
+0.5% +$7.22K 0.36% 53
2026
Q1 		$1.35M Hold
19,949
– – 0.33% 56
2025
Q4 		$1.36M Buy
+19,949
New +$1.36M 0.34% 57
2025
Q3 		– Sell
-15,279
Closed -$982K – 203
2025
Q2 		$982K Buy
15,279
+2,211
+17% +$130K 0.3% 66
2025
Q1 		$737K Buy
13,068
+695
+6% +$41.4K 0.25% 67
2024
Q4 		$721K Buy
12,373
+1,082
+10% +$64.2K 0.27% 65
2024
Q3 		$645K Buy
11,291
+302
+3% +$16.4K 0.25% 72
2024
Q2 		$589K Buy
10,989
+6,127
+126% +$318K 0.25% 72
2024
Q1 		$256K Buy
4,862
+276
+6% +$13.6K 0.11% 112
2023
Q4 		$210K Buy
+4,586
New +$196K 0.11% 113

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

Palumbo Wealth Management's JMOM Position: Q2 2026 in Review

Palumbo Wealth Management increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.46% in Q2 2026, buying an estimated $7.22K and bringing the position to 20,041 shares worth $1.71M. The position accounts for 0.36% of the portfolio, ranked #53.

Palumbo Wealth Management first reported a position in JMOM in Q4 2023 and has held it in 10 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Palumbo Wealth Management held 20,041 shares of JPMorgan US Momentum Factor ETF worth $1.71M as of Q2 2026.
  • Palumbo Wealth Management bought 92 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $7.22K.
  • JPMorgan US Momentum Factor ETF made up 0.36% of Palumbo Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Palumbo Wealth Management first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

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