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 Q3	–	Sell	-141,345	Closed	-$12.1M	–	153
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 $67.3B AUM 21.9% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

West Wealth Group's JMOM Position: Q3 2026 in Review

West Wealth Group sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2026, closing a stake of 141,345 shares — an estimated $12.1M sold.

West Wealth Group first reported a position in JMOM in Q4 2024 and held it in 7 quarters. The position peaked at $12.3M in Q1 2026. 16 funds tracked by Wall St. Rank hold JMOM as of Q3 2026.

West Wealth Group reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
West Wealth Group sold 141,345 JPMorgan US Momentum Factor ETF shares in Q3 2026, an estimated $12.1M.
West Wealth Group first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and held it in 7 quarters.
West Wealth Group's JPMorgan US Momentum Factor ETF position peaked at $12.3M in Q1 2026.
16 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.