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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
Q3 		$347K Sell
4,157
-877
-17% -$72.6K 0.02% 324
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Prosperity Capital Advisors's JMOM Position: Q3 2026 in Review

Prosperity Capital Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 17% in Q3 2026, selling an estimated $72.6K and leaving 4,157 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #324.

Prosperity Capital Advisors first reported a position in JMOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.01M in Q4 2023. 17 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

  • Prosperity Capital Advisors held 4,157 shares of JPMorgan US Momentum Factor ETF worth $347K as of Q3 2026.
  • Prosperity Capital Advisors sold 877 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $72.6K.
  • JPMorgan US Momentum Factor ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q3 2026, its #324 holding.
  • Prosperity Capital Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Prosperity Capital Advisors's JPMorgan US Momentum Factor ETF position peaked at $2.01M in Q4 2023.
  • 17 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.