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

Private Advisor 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
Q2 		$1.03M Buy
12,038
+1,037
+9% +$81.4K ﹤0.01% 1366
2026
Q1 		$747K Sell
11,001
-279
-2% -$19.5K ﹤0.01% 1606
2025
Q4 		$769K Sell
11,280
-289
-2% -$19.7K ﹤0.01% 1559
2025
Q3 		$786K Buy
11,569
+6,015
+108% +$394K ﹤0.01% 1512
2025
Q2 		$357K Buy
+5,554
New +$327K ﹤0.01% 1876
2025
Q1 		– Sell
-4,796
Closed -$279K – 2362
2024
Q4 		$279K Sell
4,796
-705
-13% -$41.8K ﹤0.01% 1902
2024
Q3 		$314K Sell
5,501
-3,418
-38% -$186K ﹤0.01% 1909
2024
Q2 		$478K Sell
8,919
-94
-1% -$4.88K ﹤0.01% 1587
2024
Q1 		$475K Buy
9,013
+450
+5% +$22.1K ﹤0.01% 1552
2023
Q4 		$391K Sell
8,563
-948
-10% -$40.4K ﹤0.01% 1614
2023
Q3 		$390K Buy
+9,511
New +$404K ﹤0.01% 1490

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

Private Advisor Group's JMOM Position: Q2 2026 in Review

Private Advisor Group increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 9.4% in Q2 2026, buying an estimated $81.4K and bringing the position to 12,038 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Private Advisor Group first reported a position in JMOM in Q3 2023 and has held it in 11 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Private Advisor Group held 12,038 shares of JPMorgan US Momentum Factor ETF worth $1.03M as of Q2 2026.
  • Private Advisor Group bought 1,037 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $81.4K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1366 holding.
  • Private Advisor Group first reported a position in JPMorgan US Momentum Factor ETF in Q3 2023 and has held it in 11 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.