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Zhang Financial’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Zhang Financial’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 		$309K Sell
3,616
-8,729
-71% -$685K 0.01% 331
2026
Q1 		$838K Buy
+12,345
New +$863K 0.03% 206

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

Zhang Financial's JMOM Position: Q2 2026 in Review

Zhang Financial reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 71% in Q2 2026, selling an estimated $685K and leaving 3,616 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #331.

Zhang Financial first reported a position in JMOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $838K in Q1 2026. 159 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Zhang Financial held 3,616 shares of JPMorgan US Momentum Factor ETF worth $309K as of Q2 2026.
  • Zhang Financial sold 8,729 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $685K.
  • JPMorgan US Momentum Factor ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #331 holding.
  • Zhang Financial first reported a position in JPMorgan US Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Zhang Financial's JPMorgan US Momentum Factor ETF position peaked at $838K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.