Prospera Financial Services’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Prospera Financial Services’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	$635K	Sell	7,417 -528	-7%	-$41.5K	0.01%	949
2026 Q1	$540K	Buy	7,945 +616	+8%	+$43K	0.01%	955
2025 Q4	$500K	Buy	7,329 +411	+6%	+$28K	0.01%	928
2025 Q3	$470K	Buy	6,918 +1,692	+32%	+$111K	0.01%	957
2025 Q2	$336K	Sell	5,226 -244	-4%	-$14.4K	0.01%	1063
2025 Q1	$309K	Buy	+5,470	New	+$326K	0.01%	980
2023 Q1	–	Sell	-9,178	Closed	-$346K	–	982
2022 Q4	$346K	Sell	9,178 -3,546	-28%	-$135K	0.02%	648
2022 Q3	$448K	Sell	12,724 -358	-3%	-$13.8K	0.02%	548
2022 Q2	$475K	Buy	13,082 +305	+2%	+$12.1K	0.02%	528
2022 Q1	$563K	Sell	12,777 -503	-4%	-$21.8K	0.02%	563
2021 Q4	$641K	Sell	13,280 -552	-4%	-$26.1K	0.03%	504
2021 Q3	$607K	Buy	13,832 +240	+2%	+$10.8K	0.03%	480
2021 Q2	$592K	Sell	13,592 -995	-7%	-$41.2K	0.03%	485
2021 Q1	$574K	Buy	+14,587	New	+$577K	0.03%	454

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

Prospera Financial Services's JMOM Position: Q2 2026 in Review

Prospera Financial Services reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 6.6% in Q2 2026, selling an estimated $41.5K and leaving 7,417 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #949.

Prospera Financial Services first reported a position in JMOM in Q1 2021 and has held it in 14 quarters since. The position peaked at $641K in Q4 2021. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Prospera Financial Services held 7,417 shares of JPMorgan US Momentum Factor ETF worth $635K as of Q2 2026.
Prospera Financial Services sold 528 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $41.5K.
JPMorgan US Momentum Factor ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #949 holding.
Prospera Financial Services first reported a position in JPMorgan US Momentum Factor ETF in Q1 2021 and has held it in 14 quarters since.
Prospera Financial Services's JPMorgan US Momentum Factor ETF position peaked at $641K in Q4 2021.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.