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Signature Estate & Investment Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Signature Estate & Investment 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 		$1.83M Sell
21,440
-1,467
-6% -$115K 0.03% 183
2026
Q1 		$1.56M Sell
22,907
-2,058
-8% -$144K 0.03% 203
2025
Q4 		$1.7M Sell
24,965
-724
-3% -$49.3K 0.03% 181
2025
Q3 		$1.74M Sell
25,689
-54
-0.2% -$3.54K 0.04% 181
2025
Q2 		$1.66M Sell
25,743
-68,561
-73% -$4.03M 0.04% 175
2025
Q1 		$5.31M Sell
94,304
-3,869
-4% -$230K 0.14% 78
2024
Q4 		$5.72M Sell
98,173
-12,106
-11% -$718K 0.14% 65
2024
Q3 		$6.3M Buy
110,279
+22,521
+26% +$1.23M 0.15% 59
2024
Q2 		$4.7M Buy
87,758
+988
+1% +$51.3K 0.12% 71
2024
Q1 		$4.57M Buy
86,770
+2,449
+3% +$120K 0.13% 56
2023
Q4 		$3.85M Buy
84,321
+2,514
+3% +$107K 0.11% 62
2023
Q3 		$3.36M Sell
81,807
-2,556
-3% -$109K 0.11% 58
2023
Q2 		$3.58M Sell
84,363
-3,014
-3% -$121K 0.12% 59
2023
Q1 		$3.47M Buy
87,377
+7,831
+10% +$305K 0.12% 61
2022
Q4 		$3M Sell
79,546
-11,088
-12% -$421K 0.11% 68
2022
Q3 		$3.19M Sell
90,634
-2,294
-2% -$88.7K 0.15% 56
2022
Q2 		$3.38M Buy
+92,928
New +$3.67M 0.17% 53

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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Signature Estate & Investment Advisors's JMOM Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 6.4% in Q2 2026, selling an estimated $115K and leaving 21,440 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #183.

Signature Estate & Investment Advisors first reported a position in JMOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.3M in Q3 2024. 86 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Signature Estate & Investment Advisors held 21,440 shares of JPMorgan US Momentum Factor ETF worth $1.83M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 1,467 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $115K.
  • JPMorgan US Momentum Factor ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #183 holding.
  • Signature Estate & Investment Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • Signature Estate & Investment Advisors's JPMorgan US Momentum Factor ETF position peaked at $6.3M in Q3 2024.
  • 86 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.