Prosperity Capital Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Prosperity Capital 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	$430K	Hold	5,034	–	–	0.02%	288
2026 Q1	$342K	Sell	5,034 -339	-6%	-$23.7K	0.02%	314
2025 Q4	$366K	Sell	5,373 -1	-0%	-$68	0.02%	297
2025 Q3	$365K	Sell	5,374 -71	-1%	-$4.65K	0.02%	318
2025 Q2	$350K	Sell	5,445 -230	-4%	-$13.5K	0.02%	303
2025 Q1	$322K	Sell	5,675 -120	-2%	-$7.14K	0.03%	289
2024 Q4	$338K	Sell	5,795 -243	-4%	-$14.4K	0.03%	267
2024 Q3	$345K	Sell	6,038 -25	-0.4%	-$1.36K	0.03%	257
2024 Q2	$325K	Sell	6,063 -233	-4%	-$12.1K	0.04%	238
2024 Q1	$332K	Sell	6,296 -37,759	-86%	-$1.86M	0.04%	249
2023 Q4	$2.01M	Buy	44,055 +2,065	+5%	+$88.1K	0.22%	60
2023 Q3	$1.72M	Buy	41,990 +1,177	+3%	+$50K	0.23%	60
2023 Q2	$1.73M	Buy	40,813 +2,856	+8%	+$114K	0.24%	64
2023 Q1	$1.51M	Buy	37,957 +18,395	+94%	+$716K	0.23%	61
2022 Q4	$737K	Buy	+19,562	New	+$742K	0.23%	77

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

Prosperity Capital Advisors's JMOM Position: Q2 2026 in Review

Prosperity Capital Advisors held its JPMorgan US Momentum Factor ETF (JMOM) position steady in Q2 2026 at 5,034 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #288.

Prosperity Capital Advisors first reported a position in JMOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q4 2023. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Prosperity Capital Advisors held 5,034 shares of JPMorgan US Momentum Factor ETF worth $430K as of Q2 2026.
Prosperity Capital Advisors left its JPMorgan US Momentum Factor ETF share count unchanged in Q2 2026.
JPMorgan US Momentum Factor ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #288 holding.
Prosperity Capital Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
Prosperity Capital Advisors's JPMorgan US Momentum Factor ETF position peaked at $2.01M in Q4 2023.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.