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Concourse Financial Group Securities’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Concourse Financial Group Securities’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
-37
Closed -$1.46K – 2255
2022
Q1 		$2K Hold
37
– – ﹤0.01% 2026
2021
Q4 		$2K Sell
37
-645
-95% -$30.4K ﹤0.01% 2203
2021
Q3 		$30K Buy
+682
New +$30.7K ﹤0.01% 1519

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
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

Concourse Financial Group Securities's JMOM Position: Q2 2022 in Review

Concourse Financial Group Securities sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2022, closing a stake of 37 shares — an estimated $1.46K sold.

Concourse Financial Group Securities first reported a position in JMOM in Q3 2021 and held it in 3 quarters. The position peaked at $30K in Q3 2021. 39 funds tracked by Wall St. Rank hold JMOM as of Q2 2022.

  • Concourse Financial Group Securities reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 37 JPMorgan US Momentum Factor ETF shares in Q2 2022, an estimated $1.46K.
  • Concourse Financial Group Securities first reported a position in JPMorgan US Momentum Factor ETF in Q3 2021 and held it in 3 quarters.
  • Concourse Financial Group Securities's JPMorgan US Momentum Factor ETF position peaked at $30K in Q3 2021.
  • 39 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2022.

Based on Concourse Financial Group Securities's 13F filing for Q2 2022, filed 9 Aug 2022.