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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
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 – 2364
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 $59.6B 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 $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 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 $38B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return