Raymond James Financial’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Raymond James Financial’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	$2.82M	Buy	32,942 +1,010	+3%	+$79.3K	﹤0.01%	3240
2026 Q1	$2.17M	Buy	31,932 +5,036	+19%	+$352K	﹤0.01%	3300
2025 Q4	$1.83M	Buy	26,896 +8,031	+43%	+$547K	﹤0.01%	3341
2025 Q3	$1.28M	Buy	18,865 +5,078	+37%	+$333K	﹤0.01%	3525
2025 Q2	$886K	Buy	13,787 +1,496	+12%	+$88K	﹤0.01%	3655
2025 Q1	$693K	Sell	12,291 -1,040	-8%	-$61.9K	﹤0.01%	3733
2024 Q4	$777K	Buy	+13,331	New	+$791K	﹤0.01%	3626

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

Raymond James Financial's JMOM Position: Q2 2026 in Review

Raymond James Financial increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 3.2% in Q2 2026, buying an estimated $79.3K and bringing the position to 32,942 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

Raymond James Financial first reported a position in JMOM in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Raymond James Financial held 32,942 shares of JPMorgan US Momentum Factor ETF worth $2.82M as of Q2 2026.
Raymond James Financial bought 1,010 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $79.3K.
JPMorgan US Momentum Factor ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3240 holding.
Raymond James Financial first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.