Carson Wealth (CWM LLC)’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
45,344
+44,547
| +5,589% | +$2.86M | 0.01% | 798 |
|
|
2025
Q1 | $45K | Buy |
+797
| New | +$45K | ﹤0.01% | 3059 |
|
|
2024
Q4 | – | Sell |
-5
| Closed | – | – | 5025 |
|
|
2024
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 4974 |
|
|
2024
Q2 | – | Sell |
-16
| Closed | -$1K | – | 4745 |
|
|
2024
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 4151 |
|