Cetera Advisor Networks’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Cetera Advisor Networks’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 Q1	$1.97M	Buy	37,452 +654	+2%	+$32.1K	0.01%	1033
2023 Q4	$1.68M	Sell	36,798 -744	-2%	-$31.7K	0.01%	1052
2023 Q3	$1.54M	Buy	37,542 +144	+0.4%	+$6.11K	0.01%	1025
2023 Q2	$1.58M	Buy	37,398 +745	+2%	+$29.8K	0.01%	971
2023 Q1	$1.45M	Buy	36,653 +5,236	+17%	+$204K	0.01%	1007
2022 Q4	$1.18M	Buy	31,417 +13,390	+74%	+$508K	0.01%	1087
2022 Q3	$634K	Buy	18,027 +12,174	+208%	+$471K	0.01%	1143
2022 Q2	$213K	Buy	+5,853	New	+$231K	﹤0.01%	1817

Other funds holding JMOM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Cetera Advisor Networks's JMOM Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 1.8% in Q1 2024, buying an estimated $32.1K and bringing the position to 37,452 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #1033.

Cetera Advisor Networks first reported a position in JMOM in Q2 2022 and has held it in 8 quarters since. 75 funds tracked by Wall St. Rank hold JMOM as of Q1 2024.

Cetera Advisor Networks held 37,452 shares of JPMorgan US Momentum Factor ETF worth $1.97M as of Q1 2024.
Cetera Advisor Networks bought 654 JPMorgan US Momentum Factor ETF shares in Q1 2024, an estimated $32.1K.
JPMorgan US Momentum Factor ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1033 holding.
Cetera Advisor Networks first reported a position in JPMorgan US Momentum Factor ETF in Q2 2022 and has held it in 8 quarters since.
75 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.