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Silver Oak Securities’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Silver Oak Securities’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
Q1 		$1.55M Buy
+22,761
New +$1.59M 0.11% 183
2025
Q2 		– Sell
-51,546
Closed -$2.89M – 711
2025
Q1 		$2.89M Buy
+51,546
New +$3.07M 0.27% 81

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 $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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Silver Oak Securities's JMOM Position: Q1 2026 in Review

Silver Oak Securities opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q1 2026: 22,761 shares worth $1.55M. The stake represents 0.11% of the portfolio and ranks #183 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in JMOM as recently as Q1 2025.

Silver Oak Securities first reported a position in JMOM in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.89M in Q1 2025. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • Silver Oak Securities held 22,761 shares of JPMorgan US Momentum Factor ETF worth $1.55M as of Q1 2026.
  • JPMorgan US Momentum Factor ETF was a new Silver Oak Securities position in Q1 2026.
  • JPMorgan US Momentum Factor ETF made up 0.11% of Silver Oak Securities's portfolio in Q1 2026, its #183 holding.
  • Silver Oak Securities first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and has held it in 2 quarters since.
  • Silver Oak Securities's JPMorgan US Momentum Factor ETF position peaked at $2.89M in Q1 2025.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.