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Ross\Johnson & Associates’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Ross\Johnson & Associates’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
Q2 		– Sell
-683
Closed -$38.5K – 283
2025
Q1 		$38.5K Buy
+683
New +$40.6K 0.66% 25

Other funds holding JMOM

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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 $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Ross\Johnson & Associates's JMOM Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2025, closing a stake of 683 shares — an estimated $38.5K sold.

Ross\Johnson & Associates first reported a position in JMOM in Q1 2025 and held it in 1 quarter. The position peaked at $38.5K in Q1 2025. 119 funds tracked by Wall St. Rank hold JMOM as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 683 JPMorgan US Momentum Factor ETF shares in Q2 2025, an estimated $38.5K.
  • Ross\Johnson & Associates first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's JPMorgan US Momentum Factor ETF position peaked at $38.5K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.