Wells Fargo
JMOM icon

Wells Fargo’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Wells Fargo’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 		$207K Buy
2,426
+2,150
+779% +$169K ﹤0.01% 5184
2026
Q1 		$18.8K Sell
276
-1,388
-83% -$97K ﹤0.01% 5795
2025
Q4 		$113K Buy
1,664
+32
+2% +$2.18K ﹤0.01% 5335
2025
Q3 		$111K Buy
1,632
+1,318
+420% +$86.4K ﹤0.01% 5267
2025
Q2 		$20.2K Buy
+314
New +$18.5K ﹤0.01% 5791
2025
Q1 		– Sell
-1
Closed -$60 – 6996
2024
Q4 		$44 Sell
1
-814
-100% -$48.3K ﹤0.01% 6527
2024
Q3 		$46.6K Buy
815
+814
+81,400% +$44.3K ﹤0.01% 5371
2024
Q2 		$49 Buy
+1
New +$52 ﹤0.01% 6327
2024
Q1 		– Hold
0
– – – 7026
2023
Q4 		– Sell
-1
Closed -$43 – 7200
2023
Q3 		$27 Hold
1
– – ﹤0.01% 7105
2023
Q2 		$27 Buy
+1
New +$40 ﹤0.01% 7223
2023
Q1 		– Hold
0
– – – 7271
2022
Q2 		– Sell
-1
Closed -$40 – 7150
2022
Q1 		$0 Buy
+1
New +$43 ﹤0.01% 7442
2021
Q4 		– Sell
-1
Closed -$47 – 7518
2021
Q3 		$0 Hold
1
– – ﹤0.01% 7242
2021
Q2 		$0 Hold
1
– – ﹤0.01% 7160
2021
Q1 		$0 Buy
+1
New +$40 ﹤0.01% 7124
2020
Q3 		– Sell
-1
Closed -$33 – 6610
2020
Q2 		$0 Hold
1
– – ﹤0.01% 6551
2020
Q1 		$0 Buy
+1
New +$29 ﹤0.01% 6497

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

Wells Fargo's JMOM Position: Q2 2026 in Review

Wells Fargo increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 779% in Q2 2026, buying an estimated $169K and bringing the position to 2,426 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #5184.

Wells Fargo first reported a position in JMOM in Q1 2020 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Wells Fargo held 2,426 shares of JPMorgan US Momentum Factor ETF worth $207K as of Q2 2026.
  • Wells Fargo bought 2,150 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $169K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5184 holding.
  • Wells Fargo first reported a position in JPMorgan US Momentum Factor ETF in Q1 2020 and has held it in 16 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.