ATLASJPMorgan U.S. Momentum Factor ETF (JMOM): outlook, holdings and fees
JPMorgan U.S. Momentum Factor ETF (JMOM) is an exchange-traded fund and is managed by JPMorgan. The expense ratio is 0.11% and the yield is 0.78%. The ten largest holdings are 19% of the fund.
Fund data as of Oct 14, 2026 · Price Nov 2, 2026
ATLAS view on JMOM
| Last price | $79.06 (-0.6%) |
|---|---|
| ATLAS chance of a higher price in 1 month | 53% |
| Likely 1-month range (50%) | $76.59 – $82.27 |
| Normal 1-day range (±1σ) | ±1.2% |
| Distribution yield | 0.78% |
ATLAS probabilities use the same calibrated model as every stock page. A fair value is shown for companies, not funds; the holdings below link to the fair value of each company.
JMOM fund facts
| Issuer | JPMorgan |
|---|---|
| Theme | US large caps |
| Assets under management | $2.8B |
| Expense ratio | 0.11% |
| Number of holdings | 50 |
| Portfolio turnover | 41% |
| Inception | Nov 8, 2017 |
| Exchange | NYSE |
The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent positive momentum factor characteristics.
JMOM top holdings
| Holding | Sector | Weight |
|---|---|---|
| Advanced Micro Devices Inc AMD | Technology | 2.56% |
| Microsoft Corporation MSFT | Technology | 2.16% |
| Apple Inc. AAPL | Technology | 2.04% |
| Alphabet Inc Class A GOOGL | Communication Services | 2.08% |
| Micron Technology Inc MU | Technology | 1.89% |
| Broadcom Inc AVGO | Technology | 1.91% |
| NVIDIA Corporation NVDA | Technology | 1.84% |
| Johnson & Johnson JNJ | Healthcare | 1.68% |
| Intel Corporation INTC | Technology | 1.43% |
| Palantir Technologies Inc. PLTR | Technology | 1.33% |
Holdings with an ATLAS page link to their probability range, fair value and earnings calendar.
JMOM sector breakdown
| Sector | Weight |
|---|---|
| Technology | 45.9% |
| Industrials | 11.1% |
| Healthcare | 9.3% |
| Financial Services | 9.0% |
| Consumer Cyclicals | 6.7% |
| Consumer Defensive | 5.1% |
| Energy | 3.8% |
| Communication Services | 3.6% |
| Real Estate | 2.1% |
| Utilities | 2.1% |
| Basic Materials | 1.3% |
By region: North America 99.1%, Latin America 0.6%, United Kingdom 0.2%.
JMOM returns and risk
| Year to date | +25.8% |
|---|---|
| 1 year | +25.9% |
| 3 years (annualised) | +29.1% |
| 5 years (annualised) | +15.1% |
| 10 years (annualised) | 0.0% |
| Volatility (3 years) | 14.6% |
| Sharpe ratio (3 years) | 1.39 |
Past returns do not guarantee future results.
JMOM: frequently asked questions
What does JMOM invest in?
JPMorgan U.S. Momentum Factor ETF invests in a portfolio of securities. Its largest holdings are Advanced Micro Devices Inc (2.6%), Microsoft Corporation (2.2%), Apple Inc. (2.0%), Alphabet Inc Class A (2.1%), Micron Technology Inc (1.9%).
What is the JMOM expense ratio?
0.11% a year: about $11.00 for every $10,000 invested.
What is the JMOM dividend yield?
0.78%. ATLAS does not hold the exact distribution dates for ETFs.
Will JMOM go up?
Nobody can know. The ATLAS model puts the chance of a higher price in one month at 53%, with a likely range (50%) of $76.59 to $82.27 from $79.06 today. It is a probability, not a prediction.
How has JMOM performed?
Year to date +25.8%, one year +25.9%, three years +29.1% a year, five years +15.1% a year. Past returns do not guarantee future results.
Similar ETFs: US large caps
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Educational information, not investment advice. Disclaimer