Wealth Enhancement Advisory Services
JMOM icon

Wealth Enhancement Advisory Services’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Wealth Enhancement Advisory Services’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 		$809M Buy
9,685,375
+561,020
+6% +$44M 1.35% 11
2026
Q1 		$628M Sell
9,124,355
-3,122,339
-25% -$218M 1.28% 10
2025
Q4 		$860M Buy
12,246,694
+350,687
+3% +$23.9M 1.17% 12
2025
Q3 		$805M Buy
11,896,007
+301,812
+3% +$19.8M 1.22% 10
2025
Q2 		$749M Sell
11,594,195
-39,265
-0.3% -$2.31M 1.24% 10
2025
Q1 		$656M Buy
11,633,460
+1,529,605
+15% +$91M 1.25% 9
2024
Q4 		$589M Buy
10,103,855
+484,636
+5% +$28.7M 1.13% 11
2024
Q3 		$550M Buy
9,619,219
+776,455
+9% +$42.3M 1.18% 11
2024
Q2 		$474M Buy
8,842,764
+746,608
+9% +$38.8M 1.13% 12
2024
Q1 		$427M Buy
8,096,156
+7,662,280
+1,766% +$377M 1.1% 13
2023
Q4 		$19.8M Buy
433,876
+175,313
+68% +$7.48M 0.06% 302
2023
Q3 		$10.6M Buy
258,563
+98,596
+62% +$4.19M 0.03% 393
2023
Q2 		$6.78M Sell
159,967
-37,501
-19% -$1.5M 0.07% 106
2023
Q1 		$7.84M Sell
197,468
-16,780
-8% -$653K 0.09% 104
2022
Q4 		$8.35M Sell
214,248
-21,750
-9% -$825K 0.11% 94
2022
Q3 		$8.5M Buy
235,998
+131,767
+126% +$5.1M 0.12% 86
2022
Q2 		$3.9M Buy
104,231
+28,738
+38% +$1.14M 0.05% 152
2022
Q1 		$3.35M Buy
75,493
+62,833
+496% +$2.73M 0.05% 160
2021
Q4 		$551K Buy
+12,660
New +$598K 0.01% 248

Other funds holding JMOM

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
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Wealth Enhancement Advisory Services's JMOM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 6.1% in Q2 2026, buying an estimated $44M and bringing the position to 9,685,375 shares worth $809M. The position accounts for 1.35% of the portfolio, ranked #11.

Wealth Enhancement Advisory Services first reported a position in JMOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $860M in Q4 2025. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,685,375 shares of JPMorgan US Momentum Factor ETF worth $809M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 561,020 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $44M.
  • JPMorgan US Momentum Factor ETF made up 1.35% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #11 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan US Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan US Momentum Factor ETF position peaked at $860M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.