Win Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Win Advisors’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	$2.38M	Buy	+35,103	New	+$2.45M	1.09%	22
2025 Q2	–	Sell	-31,400	Closed	-$1.77M	–	66
2025 Q1	$1.77M	Buy	+31,400	New	+$1.87M	0.91%	29
2024 Q4	–	Sell	-106,466	Closed	-$6.08M	–	67
2024 Q3	$6.08M	Buy	+106,466	New	+$5.79M	2.85%	14
2024 Q2	–	Sell	-38,355	Closed	-$2.02M	–	62
2024 Q1	$2.02M	Buy	+38,355	New	+$1.89M	0.89%	25
2022 Q2	–	Sell	-1,489	Closed	-$66K	–	189
2022 Q1	$66K	Buy	+1,489	New	+$64.7K	0.02%	88

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 $8.74B AUM 14.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Win Advisors's JMOM Position: Q1 2026 in Review

Win Advisors opened a new position in JPMorgan US Momentum Factor ETF (JMOM) in Q1 2026: 35,103 shares worth $2.38M. The stake represents 1.09% of the portfolio and ranks #22 among its holdings. This is a return to the name: Win Advisors previously reported a position in JMOM as recently as Q1 2025.

Win Advisors first reported a position in JMOM in Q1 2022 and has held it in 5 quarters since. The position peaked at $6.08M in Q3 2024. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

Win Advisors held 35,103 shares of JPMorgan US Momentum Factor ETF worth $2.38M as of Q1 2026.
JPMorgan US Momentum Factor ETF was a new Win Advisors position in Q1 2026.
JPMorgan US Momentum Factor ETF made up 1.09% of Win Advisors's portfolio in Q1 2026, its #22 holding.
Win Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2022 and has held it in 5 quarters since.
Win Advisors's JPMorgan US Momentum Factor ETF position peaked at $6.08M in Q3 2024.
141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.