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Savant Capital’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Savant Capital’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 		$6.78M Sell
79,317
-569
-0.7% -$44.7K 0.02% 349
2026
Q1 		$5.43M Buy
79,886
+927
+1% +$64.8K 0.03% 257
2025
Q4 		$5.38M Sell
78,959
-2,765
-3% -$188K 0.03% 238
2025
Q3 		$5.55M Sell
81,724
-1,227
-1% -$80.4K 0.03% 226
2025
Q2 		$5.33M Sell
82,951
-3,281
-4% -$193K 0.04% 209
2025
Q1 		$4.86M Sell
86,232
-10,398
-11% -$619K 0.04% 202
2024
Q4 		$5.63M Sell
96,630
-6,042
-6% -$358K 0.04% 225
2024
Q3 		$5.87M Sell
102,672
-2,367
-2% -$129K 0.05% 199
2024
Q2 		$5.63M Sell
105,039
-3,563
-3% -$185K 0.06% 192
2024
Q1 		$5.72M Sell
108,602
-2,637
-2% -$130K 0.07% 173
2023
Q4 		$5.08M Buy
111,239
+13,765
+14% +$587K 0.07% 174
2023
Q3 		$4M Sell
97,474
-225
-0.2% -$9.55K 0.06% 183
2023
Q2 		$4.14M Buy
97,699
+19,677
+25% +$788K 0.06% 178
2023
Q1 		$3.1M Buy
78,022
+55,437
+245% +$2.16M 0.06% 179
2022
Q4 		$851K Buy
+22,585
New +$857K 0.02% 276

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

Savant Capital's JMOM Position: Q2 2026 in Review

Savant Capital reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.71% in Q2 2026, selling an estimated $44.7K and leaving 79,317 shares worth $6.78M. The position accounts for 0.02% of the portfolio, ranked #349.

Savant Capital first reported a position in JMOM in Q4 2022 and has held it in 15 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Savant Capital held 79,317 shares of JPMorgan US Momentum Factor ETF worth $6.78M as of Q2 2026.
  • Savant Capital sold 569 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $44.7K.
  • JPMorgan US Momentum Factor ETF made up 0.02% of Savant Capital's portfolio in Q2 2026, its #349 holding.
  • Savant Capital first reported a position in JPMorgan US Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.