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 Q2	–	Sell	-35,103	Closed	-$2.38M	–	97
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 $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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 $315M AUM 12.9% 1-Year Est. Return

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

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Win Advisors's JMOM Position: Q2 2026 in Review

Win Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2026, closing a stake of 35,103 shares — an estimated $2.38M sold.

Win Advisors first reported a position in JMOM in Q1 2022 and held it in 5 quarters. The position peaked at $6.08M in Q3 2024. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

Win Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 35,103 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $2.38M.
Win Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2022 and held it in 5 quarters.
Win Advisors's JPMorgan US Momentum Factor ETF position peaked at $6.08M in Q3 2024.
159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.