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Capital Investment Advisory Services’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Capital Investment Advisory Services’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
2024
Q4 		– Sell
-100
Closed -$5.71K – 973
2024
Q3 		$5.71K Hold
100
– – ﹤0.01% 885
2024
Q2 		$5.36K Hold
100
– – ﹤0.01% 867
2024
Q1 		$5.27K Hold
100
– – ﹤0.01% 862
2023
Q4 		$4.57K Hold
100
– – ﹤0.01% 891
2023
Q3 		$4.1K Hold
100
– – ﹤0.01% 859
2023
Q2 		$4.24K Hold
100
– – ﹤0.01% 808
2023
Q1 		$3.97K Buy
+100
New +$3.89K ﹤0.01% 807
2022
Q4 		– Sell
-100
Closed -$4K – 848
2022
Q3 		$4K Hold
100
– – ﹤0.01% 745
2022
Q2 		$4K Hold
100
– – ﹤0.01% 770
2022
Q1 		$4K Hold
100
– – ﹤0.01% 792
2021
Q4 		$5K Hold
100
– – ﹤0.01% 764
2021
Q3 		$4K Hold
100
– – ﹤0.01% 723
2021
Q2 		$4K Hold
100
– – ﹤0.01% 748
2021
Q1 		$4K Buy
+100
New +$3.96K ﹤0.01% 695

Other funds holding JMOM

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BTI
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EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Capital Investment Advisory Services's JMOM Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q4 2024, closing a stake of 100 shares — an estimated $5.71K sold.

Capital Investment Advisory Services first reported a position in JMOM in Q1 2021 and held it in 14 quarters. The position peaked at $5.71K in Q3 2024. 98 funds tracked by Wall St. Rank hold JMOM as of Q4 2024.

  • Capital Investment Advisory Services reported no remaining JPMorgan US Momentum Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 100 JPMorgan US Momentum Factor ETF shares in Q4 2024, an estimated $5.71K.
  • Capital Investment Advisory Services first reported a position in JPMorgan US Momentum Factor ETF in Q1 2021 and held it in 14 quarters.
  • Capital Investment Advisory Services's JPMorgan US Momentum Factor ETF position peaked at $5.71K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.