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

Wealth Enhancement Trust 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 		$6.21M Buy
72,702
+27,610
+61% +$2.17M 0.69% 34
2026
Q1 		$3.06M Buy
45,092
+34,043
+308% +$2.38M 0.37% 60
2025
Q4 		$753K Buy
+11,049
New +$753K 0.1% 165

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

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

Wealth Enhancement Trust Services increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 61% in Q2 2026, buying an estimated $2.17M and bringing the position to 72,702 shares worth $6.21M. The position accounts for 0.69% of the portfolio, ranked #34.

Wealth Enhancement Trust Services first reported a position in JMOM in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Wealth Enhancement Trust Services held 72,702 shares of JPMorgan US Momentum Factor ETF worth $6.21M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 27,610 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $2.17M.
  • JPMorgan US Momentum Factor ETF made up 0.69% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #34 holding.
  • Wealth Enhancement Trust Services first reported a position in JPMorgan US Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

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