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Clearstead Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Clearstead Advisors’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
Q2 		– Sell
-1,687
Closed -$74K – 1359
2022
Q1 		$74K Hold
1,687
– – 0.01% 605
2021
Q4 		$81K Hold
1,687
– – 0.01% 569
2021
Q3 		$74K Buy
+1,687
New +$75.8K 0.01% 546

Other funds holding JMOM

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Clearstead Advisors's JMOM Position: Q2 2022 in Review

Clearstead Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2022, closing a stake of 1,687 shares — an estimated $74K sold.

Clearstead Advisors first reported a position in JMOM in Q3 2021 and held it in 3 quarters. The position peaked at $81K in Q4 2021. 39 funds tracked by Wall St. Rank hold JMOM as of Q2 2022.

  • Clearstead Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Clearstead Advisors sold 1,687 JPMorgan US Momentum Factor ETF shares in Q2 2022, an estimated $74K.
  • Clearstead Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q3 2021 and held it in 3 quarters.
  • Clearstead Advisors's JPMorgan US Momentum Factor ETF position peaked at $81K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.