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JMOM · JPMorgan U.S. Momentum Factor ETF

Equity fundTracks an index0.12% fee$2.8bnSince Nov 9, 2017SEC filings ↗
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JMOM tracks an index and returned +26.0% over the past year.

+26.0%
Total return, 1 year
0.12%
Expense ratio
293
Holdings
−0.3%
Below its high
WindowTotal returnS&P 500Gap to S&P 500Gap to Nasdaq-100
3M Jul 2 – Oct 2, 2026+2.4%+3.6%−1.1 pts−2.9 pts
6M Apr 2 – Oct 2, 2026+23.6%+17.9%+5.6 pts−4.8 pts
1Y Oct 2, 2025 – Oct 2, 2026+26.0%+16.2%+9.8 pts+1.7 pts
3Y Oct 3, 2023 – Oct 2, 2026+116.0%+89.3%+26.7 pts+1.2 pts
Since listing Nov 9, 2017 – Oct 2, 2026+275.4%+242.4%+33.0 pts−142.1 pts

JMOM over each window to Oct 2, 2026. Every figure is an ETFIQ calculation. Source: ETFIQ.

JMOM top ten by weight, 18.5% of its 293 equity positions, from the holdings filed for Jul 31, 2026. An index fund holds what the index holds, so this is the index. Source: the fund’s SEC filing.

Broadcom, Inc. 2.10%
Apple, Inc. 2.05%
Alphabet, Inc. 2.04%
NVIDIA Corp. 2.01%
Microsoft Corp. 1.98%
Advanced Micro Devices, Inc. 1.92%
Johnson & Johnson 1.89%
Micron Technology, Inc. 1.73%
Meta Platforms, Inc. 1.56%
Walmart, Inc. 1.27%
Fund filings on SEC EDGAR ↗
Head to head
Funds near this one
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In plain words

JMOM tracks an index. Over the year to Oct 2, 2026 it returned +26.0% with distributions reinvested, against +16.2% for the S&P 500 and +24.3% for the Nasdaq-100. The prospectus expense ratio is 0.12% a year. By its holdings filed for Jul 31, 2026, 78% of the fund by weight is stocks the S&P 500 also holds, across 293 positions, with the top ten at 18.5%.
What it tracksnot read by ETFIQ
Fund typeEquity fund
Category (ETFIQ)Stocks · U.S. large-cap blend
Expense ratio (485BPOS XBRL, Feb 25, 2026)0.12%
Price$85.04
Listed sinceNov 9, 2017
Net assets (issuer page, as of Oct 2, 2026)$2.8bn
Below its high (ETFIQ)−0.3%
Holdings293
Top ten weight18.5%
Holdings as of (SEC N-PORT)Jul 31, 2026
Already in the S&P 500, by weight (ETFIQ)77.6%
Active share vs the S&P 500 (ETFIQ)56.8%
Already in the Nasdaq-100, by weight (ETFIQ)34.4%
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

Questions people ask about JMOM

How has JMOM performed?
Over the year to Oct 2, 2026, JMOM returned +26.0% with distributions reinvested, against +16.2% for the S&P 500. Over three years the figure is +116.0%.
What does JMOM cost?
The prospectus expense ratio is 0.12% a year.
What does JMOM hold?
293 positions as filed for Jul 31, 2026, with the top ten at 18.5% of the fund. 78% of its weight is in stocks the S&P 500 also holds.
How far is JMOM below its high?
0.3% below its high of Aug 17, 2026, measured on the reinvested series to Oct 2, 2026.
Sources and dates
Prices, JMOM and S&P 500Tiingo end-of-day · Oct 2, 2026
Fee, 0.12%Prospectus filing with the expense ratio (SEC) ↗
Net assets, $2.8bnIssuer page · Oct 2, 2026
HoldingsHoldings filing (SEC Form N-PORT) · Jul 31, 2026 ↗
IssuerJPMorgan website ↗
All fund filingsFund filings on SEC EDGAR ↗
SourceJPMorgan’s own site ↗

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

ETFIQ covers core, leveraged and inverse, buffer, thematic, option-income, alternatives and spot crypto ETFs. This fund is here because the other funds here are measured against it and portfolios hold it. ETFIQ is an independent publisher and makes no recommendations. Standards and sources

How these figures are computed →Standards and sources →Open data →
Cite this page

ETFIQ, JMOM, core fund, data as of Oct 2, 2026. https://etfiq.com/funds/jmom

Free to use with attribution; the underlying files are at Open data.

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