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55I LLC’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

55I LLC’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
2022
Q3 		$1.16M Buy
33,091
+11,637
+54% +$450K 0.03% 240
2022
Q2 		$779K Buy
21,454
+1,638
+8% +$64.7K 0.02% 293
2022
Q1 		$873K Buy
19,816
+6,336
+47% +$275K 0.02% 277
2021
Q4 		$651K Buy
+13,480
New +$636K 0.02% 300

Other funds holding JMOM

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

55I LLC's JMOM Position: Q3 2022 in Review

55I LLC increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 54% in Q3 2022, buying an estimated $450K and bringing the position to 33,091 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #240.

55I LLC first reported a position in JMOM in Q4 2021 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold JMOM as of Q3 2022.

  • 55I LLC held 33,091 shares of JPMorgan US Momentum Factor ETF worth $1.16M as of Q3 2022.
  • 55I LLC bought 11,637 JPMorgan US Momentum Factor ETF shares in Q3 2022, an estimated $450K.
  • JPMorgan US Momentum Factor ETF made up 0.03% of 55I LLC's portfolio in Q3 2022, its #240 holding.
  • 55I LLC first reported a position in JPMorgan US Momentum Factor ETF in Q4 2021 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.