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Root Financial Partners’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Root Financial Partners’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 		– Sell
-1,274
Closed -$86.5K – 1850
2026
Q1 		$86.5K Hold
1,274
– – ﹤0.01% 626
2025
Q4 		$86.8K Hold
1,274
– – ﹤0.01% 521
2025
Q3 		$86.5K Buy
+1,274
New +$83.5K 0.01% 487

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SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
EWA
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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
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Root Financial Partners's JMOM Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026, closing a stake of 1,274 shares — an estimated $86.5K sold.

Root Financial Partners first reported a position in JMOM in Q3 2025 and held it in 3 quarters. The position peaked at $86.8K in Q4 2025. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,274 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $86.5K.
  • Root Financial Partners first reported a position in JPMorgan US Momentum Factor ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's JPMorgan US Momentum Factor ETF position peaked at $86.8K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.