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
2026
Q2 		$31.5K Buy
+369
New +$29K ﹤0.01% 7860
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 $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

UBS Group's JMOM Position: Q2 2026 in Review

UBS Group opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026: 369 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #7860 among its holdings. This is a return to the name: UBS Group previously reported a position in JMOM as recently as Q4 2024.

UBS Group first reported a position in JMOM in Q1 2018 and has held it in 17 quarters since. The position peaked at $82K in Q3 2021. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • UBS Group held 369 shares of JPMorgan US Momentum Factor ETF worth $31.5K as of Q2 2026.
  • JPMorgan US Momentum Factor ETF was a new UBS Group position in Q2 2026.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7860 holding.
  • UBS Group first reported a position in JPMorgan US Momentum Factor ETF in Q1 2018 and has held it in 17 quarters since.
  • UBS Group's JPMorgan US Momentum Factor ETF position peaked at $82K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.