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Principal Securities’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Principal Securities’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
2025
Q2 		– Sell
-236
Closed -$13.8K – 3798
2025
Q1 		$13.8K Hold
236
– – ﹤0.01% 2395
2024
Q4 		$13.8K Buy
+236
New +$14K ﹤0.01% 2391

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 $8.74B AUM 14.62% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Principal Securities's JMOM Position: Q2 2025 in Review

Principal Securities sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2025, closing a stake of 236 shares — an estimated $13.8K sold.

Principal Securities first reported a position in JMOM in Q4 2024 and held it in 2 quarters. The position peaked at $13.8K in Q1 2025. 119 funds tracked by Wall St. Rank hold JMOM as of Q2 2025.

  • Principal Securities reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 236 JPMorgan US Momentum Factor ETF shares in Q2 2025, an estimated $13.8K.
  • Principal Securities first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and held it in 2 quarters.
  • Principal Securities's JPMorgan US Momentum Factor ETF position peaked at $13.8K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.