Stonebridge Financial Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Stonebridge Financial Group’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	$797K	Buy	+9,337	New	+$733K	0.11%	130

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

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

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Stonebridge Financial Group's JMOM Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026: 9,337 shares worth $797K. The stake represents 0.11% of the portfolio and ranks #130 among its holdings.

152 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Stonebridge Financial Group held 9,337 shares of JPMorgan US Momentum Factor ETF worth $797K as of Q2 2026.
JPMorgan US Momentum Factor ETF was a new Stonebridge Financial Group position in Q2 2026.
JPMorgan US Momentum Factor ETF made up 0.11% of Stonebridge Financial Group's portfolio in Q2 2026, its #130 holding.
152 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.