Sunbelt Securities’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Sunbelt 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
2025 Q3	–	Sell	-1,524	Closed	-$88.8K	–	2790
2025 Q2	$88.8K	Buy	+1,524	New	+$89.7K	0.01%	796
2025 Q1	–	Sell	-1,524	Closed	-$89.2K	–	1858
2024 Q4	$89.2K	Buy	1,524 +4	+0.3%	+$237	0.01%	795
2024 Q3	$86.8K	Buy	1,520 +3	+0.2%	+$163	0.01%	799
2024 Q2	$81.3K	Buy	1,517 +3	+0.2%	+$156	0.01%	787
2024 Q1	$79.8K	Buy	+1,514	New	+$74.4K	0.01%	766

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

KFAA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Sunbelt Securities's JMOM Position: Q3 2025 in Review

Sunbelt Securities sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2025, closing a stake of 1,524 shares — an estimated $88.8K sold.

Sunbelt Securities first reported a position in JMOM in Q1 2024 and held it in 5 quarters. The position peaked at $89.2K in Q4 2024. 123 funds tracked by Wall St. Rank hold JMOM as of Q3 2025.

Sunbelt Securities reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 1,524 JPMorgan US Momentum Factor ETF shares in Q3 2025, an estimated $88.8K.
Sunbelt Securities first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and held it in 5 quarters.
Sunbelt Securities's JPMorgan US Momentum Factor ETF position peaked at $89.2K in Q4 2024.
123 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.