West Wealth Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

West Wealth Group’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	$12.1M	Sell	141,345 -39,027	-22%	-$3.06M	1.98%	14
2026 Q1	$12.3M	Buy	180,372 +74,242	+70%	+$5.19M	2.42%	13
2025 Q4	$7.23M	Buy	106,130 +7,711	+8%	+$525K	1.5%	15
2025 Q3	$6.67M	Buy	98,419 +2,603	+3%	+$171K	1.5%	15
2025 Q2	$6.22M	Buy	95,816 +5,322	+6%	+$313K	1.55%	15
2025 Q1	$5.13M	Buy	90,494 +5,527	+7%	+$329K	1.52%	15
2024 Q4	$4.95M	Buy	+84,967	New	+$5.04M	1.48%	14

Other funds holding JMOM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

West Wealth Group's JMOM Position: Q2 2026 in Review

West Wealth Group reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 22% in Q2 2026, selling an estimated $3.06M and leaving 141,345 shares worth $12.1M. The position accounts for 1.98% of the portfolio, ranked #14.

West Wealth Group first reported a position in JMOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.3M in Q1 2026. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

West Wealth Group held 141,345 shares of JPMorgan US Momentum Factor ETF worth $12.1M as of Q2 2026.
West Wealth Group sold 39,027 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $3.06M.
JPMorgan US Momentum Factor ETF made up 1.98% of West Wealth Group's portfolio in Q2 2026, its #14 holding.
West Wealth Group first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
West Wealth Group's JPMorgan US Momentum Factor ETF position peaked at $12.3M in Q1 2026.
158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.