CAPTRUST Financial Advisors
JMOM icon

CAPTRUST Financial Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

CAPTRUST Financial Advisors’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 		– Sell
-43
Closed -$2K – 3081
2022
Q2 		$2K Hold
43
– – ﹤0.01% 4475
2022
Q1 		$2K Hold
43
– – ﹤0.01% 4496
2021
Q4 		$2K Hold
43
– – ﹤0.01% 4417
2021
Q3 		$2K Hold
43
– – ﹤0.01% 4268
2021
Q2 		$2K Hold
43
– – ﹤0.01% 4182
2021
Q1 		$2K Hold
43
– – ﹤0.01% 4051
2020
Q4 		$2K Hold
43
– – ﹤0.01% 3125
2020
Q3 		$2K Buy
+43
New +$1.44K ﹤0.01% 2775

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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

CAPTRUST Financial Advisors's JMOM Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2022, closing a stake of 43 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in JMOM in Q3 2020 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 40 funds tracked by Wall St. Rank hold JMOM as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 43 JPMorgan US Momentum Factor ETF shares in Q3 2022, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q3 2020 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's JPMorgan US Momentum Factor ETF position peaked at $2K in Q2 2022.
  • 40 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.