Cassia Capital Partners’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 | $8.61M | Sell |
133,948
-3,041
| -2% | -$196K | 5.18% | 8 |
|
|
2025
Q1 | $7.72M | Sell |
136,989
-2,075
| -1% | -$117K | 4.82% | 8 |
|
|
2024
Q4 | $8.1M | Sell |
139,064
-2,103
| -1% | -$123K | 5.17% | 8 |
|
|
2024
Q3 | $8.06M | Sell |
141,167
-4,031
| -3% | -$230K | 5.32% | 8 |
|
|
2024
Q2 | $7.78M | Buy |
145,198
+3,370
| +2% | +$181K | 5.13% | 7 |
|
|
2024
Q1 | $7.47M | Buy |
141,828
+37,573
| +36% | +$1.98M | 4.97% | 7 |
|
|
2023
Q4 | $4.77M | Buy |
104,255
+64,040
| +159% | +$2.93M | 3.96% | 8 |
|
|
2023
Q3 | $1.65M | Buy |
+40,215
| New | +$1.65M | 1.35% | 9 |
|