Systelligence LLC’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Systelligence LLC’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 Q4	–	Sell	-59,886	Closed	-$4.07M	–	59
2025 Q3	$4.07M	Sell	59,886 -89,175	-60%	-$5.84M	0.77%	42
2025 Q2	$9.6M	Buy	+149,061	New	+$8.77M	1.77%	23

Other funds holding JMOM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Systelligence LLC's JMOM Position: Q4 2025 in Review

Systelligence LLC sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q4 2025, closing a stake of 59,886 shares — an estimated $4.07M sold.

Systelligence LLC first reported a position in JMOM in Q2 2025 and held it in 2 quarters. The position peaked at $9.6M in Q2 2025. 131 funds tracked by Wall St. Rank hold JMOM as of Q4 2025.

Systelligence LLC reported no remaining JPMorgan US Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
Systelligence LLC sold 59,886 JPMorgan US Momentum Factor ETF shares in Q4 2025, an estimated $4.07M.
Systelligence LLC first reported a position in JPMorgan US Momentum Factor ETF in Q2 2025 and held it in 2 quarters.
Systelligence LLC's JPMorgan US Momentum Factor ETF position peaked at $9.6M in Q2 2025.
131 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q4 2025.

Based on Systelligence LLC's 13F filing for Q4 2025, filed 22 Jan 2026.