Spire Wealth Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Spire Wealth Management’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	$1.62K	Sell	19 -8	-30%	-$628	﹤0.01%	2046
2026 Q1	$1.83K	Hold	27	–	–	﹤0.01%	2055
2025 Q4	$1.84K	Hold	27	–	–	﹤0.01%	2117
2025 Q3	$1.83K	Sell	27 -2	-7%	-$131	﹤0.01%	2179
2025 Q2	$1.86K	Sell	29 -2	-6%	-$118	﹤0.01%	2187
2025 Q1	$1.75K	Buy	+31	New	+$1.84K	﹤0.01%	2300
2023 Q3	–	Sell	-44	Closed	-$1.86K	–	2418
2023 Q2	$1.86K	Sell	44 -15	-25%	-$601	﹤0.01%	2212
2023 Q1	$2.34K	Buy	+59	New	+$2.3K	﹤0.01%	2235

Other funds holding JMOM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Spire Wealth Management's JMOM Position: Q2 2026 in Review

Spire Wealth Management reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 30% in Q2 2026, selling an estimated $628 and leaving 19 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Spire Wealth Management first reported a position in JMOM in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.34K in Q1 2023. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Spire Wealth Management held 19 shares of JPMorgan US Momentum Factor ETF worth $1.62K as of Q2 2026.
Spire Wealth Management sold 8 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $628.
JPMorgan US Momentum Factor ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2046 holding.
Spire Wealth Management first reported a position in JPMorgan US Momentum Factor ETF in Q1 2023 and has held it in 8 quarters since.
Spire Wealth Management's JPMorgan US Momentum Factor ETF position peaked at $2.34K in Q1 2023.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.