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Retireful LLC’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Retireful LLC’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
2025
Q4 		– Sell
-4,261
Closed -$289K – 116
2025
Q3 		$289K Sell
4,261
-2,967
-41% -$194K 0.28% 91
2025
Q2 		$465K Buy
+7,228
New +$425K 0.32% 92

Other funds holding JMOM

Wealth Enhancement Advisory Services
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
JP Morgan Chase
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Retireful LLC's JMOM Position: Q4 2025 in Review

Retireful LLC sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q4 2025, closing a stake of 4,261 shares — an estimated $289K sold.

Retireful LLC first reported a position in JMOM in Q2 2025 and held it in 2 quarters. The position peaked at $465K in Q2 2025. 131 funds tracked by Wall St. Rank hold JMOM as of Q4 2025.

  • Retireful LLC reported no remaining JPMorgan US Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Retireful LLC sold 4,261 JPMorgan US Momentum Factor ETF shares in Q4 2025, an estimated $289K.
  • Retireful LLC first reported a position in JPMorgan US Momentum Factor ETF in Q2 2025 and held it in 2 quarters.
  • Retireful LLC's JPMorgan US Momentum Factor ETF position peaked at $465K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q4 2025.

Based on Retireful LLC's 13F filing for Q4 2025, filed 15 Jan 2026.