Wealthfront Advisers
JMOM icon

Wealthfront Advisers’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Wealthfront Advisers’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
Q1 		$1.43M Buy
21,103
+3,185
+18% +$223K ﹤0.01% 655
2025
Q4 		$1.22M Sell
17,918
-1,327
-7% -$90.4K ﹤0.01% 676
2025
Q3 		$1.31M Sell
19,245
-102
-0.5% -$6.68K ﹤0.01% 655
2025
Q2 		$1.24M Buy
19,347
+1,513
+8% +$89K ﹤0.01% 645
2025
Q1 		$1.01M Sell
17,834
-1,315
-7% -$78.3K ﹤0.01% 657
2024
Q4 		$1.12M Buy
19,149
+3,730
+24% +$221K ﹤0.01% 638
2024
Q3 		$881K Buy
15,419
+2,173
+16% +$118K ﹤0.01% 666
2024
Q2 		$710K Buy
13,246
+2,686
+25% +$140K ﹤0.01% 686
2024
Q1 		$556K Buy
10,560
+1,113
+12% +$54.7K ﹤0.01% 721
2023
Q4 		$432K Buy
9,447
+73
+0.8% +$3.11K ﹤0.01% 742
2023
Q3 		$385K Buy
9,374
+2,760
+42% +$117K ﹤0.01% 734
2023
Q2 		$280K Buy
+6,614
New +$265K ﹤0.01% 772

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return