Able Wealth Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
15,781
-2,370
| -13% | -$152K | 0.51% | 43 |
|
|
2025
Q1 | $1.02M | Buy |
18,151
+1,006
| +6% | +$56.7K | 0.6% | 42 |
|
|
2024
Q4 | $999K | Sell |
17,145
-1,255
| -7% | -$73.1K | 0.66% | 38 |
|
|
2024
Q3 | $1.05M | Sell |
18,400
-3,474
| -16% | -$198K | 0.8% | 29 |
|
|
2024
Q2 | $1.17M | Sell |
21,874
-7,023
| -24% | -$376K | 0.97% | 25 |
|
|
2024
Q1 | $1.52M | Buy |
28,897
+3,352
| +13% | +$177K | 1.33% | 18 |
|
|
2023
Q4 | $1.17M | Buy |
+25,545
| New | +$1.17M | 1.06% | 19 |
|