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Triumph Capital Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Triumph Capital 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 		$922K Buy
10,784
+5,686
+112% +$446K 0.17% 131
2026
Q1 		$346K Buy
5,098
+1,576
+45% +$110K 0.07% 246
2025
Q4 		$240K Sell
3,522
-630
-15% -$42.9K 0.05% 282
2025
Q3 		$282K Buy
4,152
+768
+23% +$50.3K 0.08% 257
2025
Q2 		$218K Buy
+3,384
New +$199K 0.07% 270

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 $9.54B AUM 19.86% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
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

Triumph Capital Management's JMOM Position: Q2 2026 in Review

Triumph Capital Management increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 112% in Q2 2026, buying an estimated $446K and bringing the position to 10,784 shares worth $922K. The position accounts for 0.17% of the portfolio, ranked #131.

Triumph Capital Management first reported a position in JMOM in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Triumph Capital Management held 10,784 shares of JPMorgan US Momentum Factor ETF worth $922K as of Q2 2026.
  • Triumph Capital Management bought 5,686 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $446K.
  • JPMorgan US Momentum Factor ETF made up 0.17% of Triumph Capital Management's portfolio in Q2 2026, its #131 holding.
  • Triumph Capital Management first reported a position in JPMorgan US Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.