Colony Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Colony Group’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 Q3	$266K	Buy	6,488 +43	+0.7%	+$1.83K	﹤0.01%	669
2023 Q2	$273K	Sell	6,445 -78	-1%	-$3.13K	﹤0.01%	686
2023 Q1	$259K	Sell	6,523 -565	-8%	-$22K	﹤0.01%	694
2022 Q4	$267K	Sell	7,088 -125	-2%	-$4.74K	﹤0.01%	733
2022 Q3	$254K	Buy	+7,213	New	+$279K	﹤0.01%	691
2022 Q2	–	Sell	-6,901	Closed	-$304K	–	844
2022 Q1	$304K	Buy	6,901 +30	+0.4%	+$1.3K	﹤0.01%	723
2021 Q4	$332K	Buy	+6,871	New	+$324K	0.01%	673

Other funds holding JMOM

BTI

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NRW

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

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Colony Group's JMOM Position: Q3 2023 in Review

Colony Group increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.67% in Q3 2023, buying an estimated $1.83K and bringing the position to 6,488 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Colony Group first reported a position in JMOM in Q4 2021 and has held it in 7 quarters since. The position peaked at $332K in Q4 2021. 52 funds tracked by Wall St. Rank hold JMOM as of Q3 2023.

Colony Group held 6,488 shares of JPMorgan US Momentum Factor ETF worth $266K as of Q3 2023.
Colony Group bought 43 JPMorgan US Momentum Factor ETF shares in Q3 2023, an estimated $1.83K.
JPMorgan US Momentum Factor ETF made up ﹤0.01% of Colony Group's portfolio in Q3 2023, its #669 holding.
Colony Group first reported a position in JPMorgan US Momentum Factor ETF in Q4 2021 and has held it in 7 quarters since.
Colony Group's JPMorgan US Momentum Factor ETF position peaked at $332K in Q4 2021.
52 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.