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Clarkston Capital Partners’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Clarkston Capital Partners’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
2023
Q2 		– Sell
-101
Closed -$4.01K – 163
2023
Q1 		$4.01K Buy
+101
New +$3.93K ﹤0.01% 161

Other funds holding JMOM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Clarkston Capital Partners's JMOM Position: Q2 2023 in Review

Clarkston Capital Partners sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2023, closing a stake of 101 shares — an estimated $4.01K sold.

Clarkston Capital Partners first reported a position in JMOM in Q1 2023 and held it in 1 quarter. The position peaked at $4.01K in Q1 2023. 46 funds tracked by Wall St. Rank hold JMOM as of Q2 2023.

  • Clarkston Capital Partners reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Clarkston Capital Partners sold 101 JPMorgan US Momentum Factor ETF shares in Q2 2023, an estimated $4.01K.
  • Clarkston Capital Partners first reported a position in JPMorgan US Momentum Factor ETF in Q1 2023 and held it in 1 quarter.
  • Clarkston Capital Partners's JPMorgan US Momentum Factor ETF position peaked at $4.01K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2023.

Based on Clarkston Capital Partners's 13F filing for Q2 2023, filed 7 Aug 2023.