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Shore Point Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Shore Point Advisors’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 		$44M Buy
701,536
+44,423
+7% +$3.49M 15.06% 1
2026
Q1 		$34.6M Buy
657,113
+20,005
+3% +$1.4M 13.65% 1
2025
Q4 		$34M Buy
637,108
+140,326
+28% +$9.56M 14.37% 1
2025
Q3 		$33.7M Sell
496,782
-1,305
-0.3% -$85.5K 14.92% 1
2025
Q2 		$32M Sell
498,087
-233
-0% -$13.7K 15.38% 1
2025
Q1 		$28.1M Sell
498,320
-754
-0.2% -$44.9K 14.87% 1
2024
Q4 		$29.1M Sell
499,074
-3,109
-0.6% -$184K 15.64% 1
2024
Q3 		$28.7M Sell
502,183
-3,634
-0.7% -$198K 15.36% 1
2024
Q2 		$27.1M Buy
505,817
+4,372
+0.9% +$227K 15.4% 1
2024
Q1 		$26.4M Buy
501,445
+8,191
+2% +$403K 15.08% 1
2023
Q4 		$22.5M Buy
493,254
+241,488
+96% +$10.3M 13.95% 1
2023
Q3 		$10.3M Buy
251,766
+11,187
+5% +$475K 7.48% 4
2023
Q2 		$10.2M Buy
240,579
+6,780
+3% +$272K 7.27% 4
2023
Q1 		$9.28M Buy
233,799
+9,362
+4% +$365K 7.03% 4
2022
Q4 		$8.46M Buy
224,437
+31,434
+16% +$1.19M 6.96% 5
2022
Q3 		$6.79M Buy
193,003
+14,196
+8% +$549K 6.62% 6
2022
Q2 		$6.5M Buy
+178,807
New +$7.07M 6.07% 6

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Shore Point Advisors's JMOM Position: Q2 2026 in Review

Shore Point Advisors increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 6.8% in Q2 2026, buying an estimated $3.49M and bringing the position to 701,536 shares worth $44M. The position accounts for 15.06% of the portfolio, ranked #1.

Shore Point Advisors first reported a position in JMOM in Q2 2022 and has held it in 17 quarters since. 26 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Shore Point Advisors held 701,536 shares of JPMorgan US Momentum Factor ETF worth $44M as of Q2 2026.
  • Shore Point Advisors bought 44,423 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $3.49M.
  • JPMorgan US Momentum Factor ETF made up 15.06% of Shore Point Advisors's portfolio in Q2 2026, its #1 holding.
  • Shore Point Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • 26 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.