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

UBS 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
2025
Q1 		– Sell
-127
Closed -$7.4K – 10485
2024
Q4 		$7.4K Buy
+127
New +$7.53K ﹤0.01% 8477
2024
Q1 		– Sell
-267
Closed -$12.2K – 9690
2023
Q4 		$12.2K Sell
267
-1,351
-83% -$57.6K ﹤0.01% 7361
2023
Q3 		$66.4K Buy
1,618
+537
+50% +$22.8K ﹤0.01% 6105
2023
Q2 		$45.8K Sell
1,081
-511
-32% -$20.5K ﹤0.01% 6519
2023
Q1 		$63.2K Buy
1,592
+1,380
+651% +$53.7K ﹤0.01% 6271
2022
Q4 		$7.99K Buy
+212
New +$8.04K ﹤0.01% 8834
2021
Q4 		– Sell
-1,870
Closed -$82K – 10476
2021
Q3 		$82K Buy
+1,870
New +$84.1K ﹤0.01% 5965
2021
Q1 		– Sell
-492
Closed -$19K – 9243
2020
Q4 		$19K Sell
492
-400
-45% -$14.7K ﹤0.01% 6983
2020
Q3 		$31K Buy
+892
New +$29.9K ﹤0.01% 5970
2019
Q4 		– Sell
-74
Closed -$2K – 8266
2019
Q3 		$2K Sell
74
-1,222
-94% -$35.7K ﹤0.01% 7731
2019
Q2 		$37K Buy
1,296
+978
+308% +$27.5K ﹤0.01% 6163
2019
Q1 		$9K Buy
318
+278
+695% +$7.31K ﹤0.01% 6878
2018
Q4 		$1K Sell
40
-119
-75% -$3.05K ﹤0.01% 7897
2018
Q3 		$5K Buy
159
+14
+10% +$393 ﹤0.01% 7491
2018
Q2 		$4K Sell
145
-255
-64% -$6.87K ﹤0.01% 7551
2018
Q1 		$10K Buy
+400
New +$10.6K ﹤0.01% 6861

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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

UBS Group's JMOM Position: Q1 2025 in Review

UBS Group sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2025, closing a stake of 127 shares — an estimated $7.4K sold.

UBS Group first reported a position in JMOM in Q1 2018 and held it in 16 quarters. The position peaked at $82K in Q3 2021. 107 funds tracked by Wall St. Rank hold JMOM as of Q1 2025.

  • UBS Group reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 127 JPMorgan US Momentum Factor ETF shares in Q1 2025, an estimated $7.4K.
  • UBS Group first reported a position in JPMorgan US Momentum Factor ETF in Q1 2018 and held it in 16 quarters.
  • UBS Group's JPMorgan US Momentum Factor ETF position peaked at $82K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.