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Ayalon Insurance Company’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Ayalon Insurance Company’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
2023
Q2 		– Sell
-12,958
Closed -$514K – 97
2023
Q1 		$514K Sell
12,958
-13,832
-52% -$539K 0.22% 66
2022
Q4 		$1.01M Buy
26,790
+634
+2% +$24.1K 0.48% 50
2022
Q3 		$920K Sell
26,156
-3,760
-13% -$145K 0.43% 48
2022
Q2 		$1.09M Sell
29,916
-3,686
-11% -$146K 0.52% 49
2022
Q1 		$1.48M Sell
33,602
-2,935
-8% -$127K 0.5% 53
2021
Q4 		$1.76M Buy
36,537
+1,117
+3% +$52.7K 0.6% 47
2021
Q3 		$1.57M Buy
35,420
+14,791
+72% +$665K 0.56% 50
2021
Q2 		$901K Buy
20,629
+8,361
+68% +$346K 0.3% 71
2021
Q1 		$489K Buy
12,268
+6,051
+97% +$239K 0.19% 77
2020
Q4 		$242K Buy
6,217
+4,200
+208% +$154K 0.11% 84
2020
Q3 		$70K Buy
2,017
+777
+63% +$26K 0.04% 95
2020
Q2 		$39K Buy
1,240
+299
+32% +$8.63K 0.02% 106
2020
Q1 		$22K Buy
941
+921
+4,605% +$27.1K 0.02% 114
2019
Q4 		$1K Buy
+20
New +$588 ﹤0.01% 115

Other funds holding JMOM

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Ayalon Insurance Company's JMOM Position: Q2 2023 in Review

Ayalon Insurance Company sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2023, closing a stake of 12,958 shares — an estimated $514K sold.

Ayalon Insurance Company first reported a position in JMOM in Q4 2019 and held it in 14 quarters. The position peaked at $1.76M in Q4 2021. 46 funds tracked by Wall St. Rank hold JMOM as of Q2 2023.

  • Ayalon Insurance Company reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Ayalon Insurance Company sold 12,958 JPMorgan US Momentum Factor ETF shares in Q2 2023, an estimated $514K.
  • Ayalon Insurance Company first reported a position in JPMorgan US Momentum Factor ETF in Q4 2019 and held it in 14 quarters.
  • Ayalon Insurance Company's JPMorgan US Momentum Factor ETF position peaked at $1.76M in Q4 2021.
  • 46 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2023.

Based on Ayalon Insurance Company's 13F filing for Q2 2023, filed 17 Jul 2023.