Silver Oak Securities
JMOM icon

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
Q2 		$4.46M Buy
52,230
+29,469
+129% +$2.31M 0.27% 84
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

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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Equitable Holdings
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
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
Magnolia Capital Advisors
Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Silver Oak Securities's JMOM Position: Q2 2026 in Review

Silver Oak Securities increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 129% in Q2 2026, buying an estimated $2.31M and bringing the position to 52,230 shares worth $4.46M. The position accounts for 0.27% of the portfolio, ranked #84.

Silver Oak Securities first reported a position in JMOM in Q1 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Silver Oak Securities held 52,230 shares of JPMorgan US Momentum Factor ETF worth $4.46M as of Q2 2026.
  • Silver Oak Securities bought 29,469 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $2.31M.
  • JPMorgan US Momentum Factor ETF made up 0.27% of Silver Oak Securities's portfolio in Q2 2026, its #84 holding.
  • Silver Oak Securities first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.