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 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 $59.6B AUM 29.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return