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Clear Creek Financial Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Clear Creek Financial Management’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
2025
Q2 		– Sell
-10,981
Closed -$619K – 566
2025
Q1 		$619K Buy
+10,981
New +$653K 0.06% 275

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BTI
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EH
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Clear Creek Financial Management's JMOM Position: Q2 2025 in Review

Clear Creek Financial Management sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2025, closing a stake of 10,981 shares — an estimated $619K sold.

Clear Creek Financial Management first reported a position in JMOM in Q1 2025 and held it in 1 quarter. The position peaked at $619K in Q1 2025. 119 funds tracked by Wall St. Rank hold JMOM as of Q2 2025.

  • Clear Creek Financial Management reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 10,981 JPMorgan US Momentum Factor ETF shares in Q2 2025, an estimated $619K.
  • Clear Creek Financial Management first reported a position in JPMorgan US Momentum Factor ETF in Q1 2025 and held it in 1 quarter.
  • Clear Creek Financial Management's JPMorgan US Momentum Factor ETF position peaked at $619K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.