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

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM