UMB Bank’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

UMB Bank’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	-42	Closed	-$2.45K	–	2137
2024 Q4	$2.45K	Hold	42	–	–	﹤0.01%	1896
2024 Q3	$2.4K	Buy	+42	New	+$2.29K	﹤0.01%	1943

Other funds holding JMOM

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

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

SPA

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

UMB Bank's JMOM Position: Q1 2025 in Review

UMB Bank sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2025, closing a stake of 42 shares — an estimated $2.45K sold.

UMB Bank first reported a position in JMOM in Q3 2024 and held it in 2 quarters. The position peaked at $2.45K in Q4 2024. 108 funds tracked by Wall St. Rank hold JMOM as of Q1 2025.

UMB Bank reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
UMB Bank sold 42 JPMorgan US Momentum Factor ETF shares in Q1 2025, an estimated $2.45K.
UMB Bank first reported a position in JPMorgan US Momentum Factor ETF in Q3 2024 and held it in 2 quarters.
UMB Bank's JPMorgan US Momentum Factor ETF position peaked at $2.45K in Q4 2024.
108 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.