Professional Financial Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Professional Financial Advisors’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	$1.99M	Sell	23,303 -1,229	-5%	-$96.5K	0.34%	52
2026 Q1	$1.67M	Buy	24,532 +3,554	+17%	+$248K	0.34%	54
2025 Q4	$1.43M	Buy	20,978 +588	+3%	+$40K	0.29%	54
2025 Q3	$1.38M	Sell	20,390 -1,768	-8%	-$116K	0.29%	54
2025 Q2	$1.42M	Buy	22,158 +906	+4%	+$53.3K	0.33%	52
2025 Q1	$1.2M	Buy	21,252 +435	+2%	+$25.9K	0.3%	54
2024 Q4	$1.21M	Sell	20,817 -329	-2%	-$19.5K	0.31%	51
2024 Q3	$1.21M	Sell	21,146 -959	-4%	-$52.2K	0.31%	55
2024 Q2	$1.18M	Sell	22,105 -10	-0%	-$520	0.33%	53
2024 Q1	$1.17M	Buy	+22,115	New	+$1.09M	0.33%	52

Other funds holding JMOM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Professional Financial Advisors's JMOM Position: Q2 2026 in Review

Professional Financial Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 5% in Q2 2026, selling an estimated $96.5K and leaving 23,303 shares worth $1.99M. The position accounts for 0.34% of the portfolio, ranked #52.

Professional Financial Advisors first reported a position in JMOM in Q1 2024 and has held it in 10 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Professional Financial Advisors held 23,303 shares of JPMorgan US Momentum Factor ETF worth $1.99M as of Q2 2026.
Professional Financial Advisors sold 1,229 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $96.5K.
JPMorgan US Momentum Factor ETF made up 0.34% of Professional Financial Advisors's portfolio in Q2 2026, its #52 holding.
Professional Financial Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.