VT
JMOM icon

Vise Technologies’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Vise Technologies’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 		$7.62M Buy
89,189
+35,831
+67% +$2.81M 0.09% 189
2026
Q1 		$3.64M Hold
53,358
– – 0.07% 225
2025
Q4 		$3.64M Buy
53,358
+34,937
+190% +$2.38M 0.07% 226
2025
Q3 		$1.25M Sell
18,421
-57,793
-76% -$3.79M 0.05% 372
2025
Q2 		$4.9M Buy
+76,214
New +$4.48M 0.2% 109
2024
Q4 		$1.39M Buy
+23,808
New +$1.41M 0.12% 187

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

Vise Technologies's JMOM Position: Q2 2026 in Review

Vise Technologies increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 67% in Q2 2026, buying an estimated $2.81M and bringing the position to 89,189 shares worth $7.62M. The position accounts for 0.09% of the portfolio, ranked #189.

Vise Technologies first reported a position in JMOM in Q4 2024 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Vise Technologies held 89,189 shares of JPMorgan US Momentum Factor ETF worth $7.62M as of Q2 2026.
  • Vise Technologies bought 35,831 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $2.81M.
  • JPMorgan US Momentum Factor ETF made up 0.09% of Vise Technologies's portfolio in Q2 2026, its #189 holding.
  • Vise Technologies first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.