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Vertex Planning Partners’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Vertex Planning Partners’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 		$232K Buy
+2,711
New +$213K 0.03% 151

Other funds holding JMOM

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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

Vertex Planning Partners's JMOM Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026: 2,711 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings.

158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Vertex Planning Partners held 2,711 shares of JPMorgan US Momentum Factor ETF worth $232K as of Q2 2026.
  • JPMorgan US Momentum Factor ETF was a new Vertex Planning Partners position in Q2 2026.
  • JPMorgan US Momentum Factor ETF made up 0.03% of Vertex Planning Partners's portfolio in Q2 2026, its #151 holding.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.