Citigroup
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Citigroup’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Citigroup’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
-4,180
Closed -$152K – 6086
2022
Q2 		$152K Sell
4,180
-1,497
-26% -$59.2K ﹤0.01% 3996
2022
Q1 		$250K Sell
5,677
-15,148
-73% -$658K ﹤0.01% 3944
2021
Q4 		$1M Buy
20,825
+17,108
+460% +$808K ﹤0.01% 3247
2021
Q3 		$163K Buy
3,717
+91
+3% +$4.09K ﹤0.01% 4215
2021
Q2 		$158K Buy
3,626
+35
+1% +$1.45K ﹤0.01% 4335
2021
Q1 		$141K Buy
3,591
+544
+18% +$21.5K ﹤0.01% 4208
2020
Q4 		$118K Buy
3,047
+1,855
+156% +$68.2K ﹤0.01% 5403
2020
Q3 		$41K Sell
1,192
-116
-9% -$3.88K ﹤0.01% 5722
2020
Q2 		$41K Buy
1,308
+224
+21% +$6.47K ﹤0.01% 6144
2020
Q1 		$27K Buy
+1,084
New +$31.9K ﹤0.01% 6482

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

Citigroup's JMOM Position: Q3 2022 in Review

Citigroup sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2022, closing a stake of 4,180 shares — an estimated $152K sold.

Citigroup first reported a position in JMOM in Q1 2020 and held it in 10 quarters. The position peaked at $1M in Q4 2021. 40 funds tracked by Wall St. Rank hold JMOM as of Q3 2022.

  • Citigroup reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Citigroup sold 4,180 JPMorgan US Momentum Factor ETF shares in Q3 2022, an estimated $152K.
  • Citigroup first reported a position in JPMorgan US Momentum Factor ETF in Q1 2020 and held it in 10 quarters.
  • Citigroup's JPMorgan US Momentum Factor ETF position peaked at $1M in Q4 2021.
  • 40 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2022.

Based on Citigroup's 13F filing for Q3 2022, filed 10 Nov 2022.