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Strategic Financial Services’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Strategic Financial Services’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 		$3.3M Sell
48,587
-512
-1% -$35.8K 0.16% 36
2025
Q4 		$3.46M Sell
49,099
-1,304
-3% -$88.8K 0.16% 34
2025
Q3 		$3.42M Sell
50,403
-2,210
-4% -$145K 0.17% 34
2025
Q2 		$3.38M Buy
52,613
+15,521
+42% +$913K 0.18% 34
2025
Q1 		$2.09M Sell
37,092
-695
-2% -$41.4K 0.12% 43
2024
Q4 		$2.2M Sell
37,787
-1,159
-3% -$68.8K 0.13% 49
2024
Q3 		$2.22M Buy
38,946
+7,771
+25% +$423K 0.13% 41
2024
Q2 		$1.67M Sell
31,175
-1,125
-3% -$58.5K 0.11% 44
2024
Q1 		$1.7M Sell
32,300
-1,233
-4% -$60.6K 0.11% 43
2023
Q4 		$1.53M Sell
33,533
-367
-1% -$15.7K 0.11% 49
2023
Q3 		$1.39M Sell
33,900
-178
-0.5% -$7.56K 0.11% 53
2023
Q2 		$1.45M Buy
34,078
+1,097
+3% +$43.9K 0.11% 57
2023
Q1 		$1.31M Buy
32,981
+14,007
+74% +$545K 0.1% 62
2022
Q4 		$715K Sell
18,974
-604
-3% -$22.9K 0.06% 74
2022
Q3 		$689K Sell
19,578
-2,839
-13% -$110K 0.06% 80
2022
Q2 		$814K Buy
22,417
+17,085
+320% +$675K 0.07% 76
2022
Q1 		$235K Buy
+5,332
New +$232K 0.02% 126

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 $8.74B AUM 14.62% 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 $555M AUM 17.82% 1-Year Est. Return

Strategic Financial Services's JMOM Position: Q1 2026 in Review

Strategic Financial Services reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 1% in Q1 2026, selling an estimated $35.8K and leaving 48,587 shares worth $3.3M. The position accounts for 0.16% of the portfolio, ranked #36.

Strategic Financial Services first reported a position in JMOM in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.46M in Q4 2025. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

  • Strategic Financial Services held 48,587 shares of JPMorgan US Momentum Factor ETF worth $3.3M as of Q1 2026.
  • Strategic Financial Services sold 512 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $35.8K.
  • JPMorgan US Momentum Factor ETF made up 0.16% of Strategic Financial Services's portfolio in Q1 2026, its #36 holding.
  • Strategic Financial Services first reported a position in JPMorgan US Momentum Factor ETF in Q1 2022 and has held it in 17 quarters since.
  • Strategic Financial Services's JPMorgan US Momentum Factor ETF position peaked at $3.46M in Q4 2025.
  • 141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.