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Patten Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Patten Group’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 		$566K Buy
8,335
+534
+7% +$37.3K 0.1% 187
2025
Q4 		$532K Sell
7,801
-373
-5% -$25.4K 0.1% 188
2025
Q3 		$555K Sell
8,174
-190
-2% -$12.4K 0.11% 172
2025
Q2 		$538K Hold
8,364
– – 0.11% 168
2025
Q1 		$471K Sell
8,364
-466
-5% -$27.7K 0.11% 181
2024
Q4 		$515K Buy
8,830
+77
+0.9% +$4.57K 0.11% 178
2024
Q3 		$500K Buy
8,753
+195
+2% +$10.6K 0.11% 174
2024
Q2 		$459K Buy
8,558
+1,431
+20% +$74.4K 0.11% 171
2024
Q1 		$375K Buy
+7,127
New +$350K 0.09% 195

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 $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Patten Group's JMOM Position: Q1 2026 in Review

Patten Group increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 6.8% in Q1 2026, buying an estimated $37.3K and bringing the position to 8,335 shares worth $566K. The position accounts for 0.1% of the portfolio, ranked #187.

Patten Group first reported a position in JMOM in Q1 2024 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • Patten Group held 8,335 shares of JPMorgan US Momentum Factor ETF worth $566K as of Q1 2026.
  • Patten Group bought 534 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $37.3K.
  • JPMorgan US Momentum Factor ETF made up 0.1% of Patten Group's portfolio in Q1 2026, its #187 holding.
  • Patten Group first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.