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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return