Wealthfront Advisers
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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
Q2 		$2.14M Buy
24,992
+3,889
+18% +$305K ﹤0.01% 599
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 $59.8B 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

Wealthfront Advisers's JMOM Position: Q2 2026 in Review

Wealthfront Advisers increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 18% in Q2 2026, buying an estimated $305K and bringing the position to 24,992 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Wealthfront Advisers first reported a position in JMOM in Q2 2023 and has held it in 13 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Wealthfront Advisers held 24,992 shares of JPMorgan US Momentum Factor ETF worth $2.14M as of Q2 2026.
  • Wealthfront Advisers bought 3,889 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $305K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #599 holding.
  • Wealthfront Advisers first reported a position in JPMorgan US Momentum Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.