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Private Trust Company’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Private Trust Company’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
Q3 		– Sell
-252
Closed -$16.2K – 2617
2025
Q2 		$16.2K Buy
252
+29
+13% +$1.71K ﹤0.01% 1653
2025
Q1 		$12.6K Sell
223
-92
-29% -$5.47K ﹤0.01% 1726
2024
Q4 		$18.4K Hold
315
– – ﹤0.01% 1515
2024
Q3 		$18K Hold
315
– – ﹤0.01% 1516
2024
Q2 		$16.9K Hold
315
– – ﹤0.01% 1507
2024
Q1 		$16.6K Hold
315
– – ﹤0.01% 1501
2023
Q4 		$14.4K Buy
315
+262
+494% +$11.2K ﹤0.01% 1522
2023
Q3 		$2.17K Hold
53
– – ﹤0.01% 2100
2023
Q2 		$2.25K Hold
53
– – ﹤0.01% 2091
2023
Q1 		$2.1K Buy
53
+1
+2% +$39 ﹤0.01% 2075
2022
Q4 		$2K Buy
+52
New +$1.97K ﹤0.01% 2024

Other funds holding JMOM

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BTI
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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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Private Trust Company's JMOM Position: Q3 2025 in Review

Private Trust Company sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2025, closing a stake of 252 shares — an estimated $16.2K sold.

Private Trust Company first reported a position in JMOM in Q4 2022 and held it in 11 quarters. The position peaked at $18.4K in Q4 2024. 123 funds tracked by Wall St. Rank hold JMOM as of Q3 2025.

  • Private Trust Company reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Private Trust Company sold 252 JPMorgan US Momentum Factor ETF shares in Q3 2025, an estimated $16.2K.
  • Private Trust Company first reported a position in JPMorgan US Momentum Factor ETF in Q4 2022 and held it in 11 quarters.
  • Private Trust Company's JPMorgan US Momentum Factor ETF position peaked at $18.4K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.