CWM
Cornerstone Wealth Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.51M | Sell |
147,929
-2,024
| -1% | -$130K | 0.58% | 37 |
|
|
2025
Q1 | $8.45M | Buy |
149,953
+10,833
| +8% | +$611K | 0.57% | 42 |
|
|
2024
Q4 | $8.11M | Sell |
139,120
-1,942
| -1% | -$113K | 0.55% | 38 |
|
|
2024
Q3 | $8.06M | Buy |
141,062
+931
| +0.7% | +$53.2K | 0.57% | 41 |
|
|
2024
Q2 | $7.51M | Buy |
140,131
+3,487
| +3% | +$187K | 0.58% | 38 |
|
|
2024
Q1 | $7.2M | Buy |
136,644
+5,621
| +4% | +$296K | 0.58% | 35 |
|
|
2023
Q4 | $5.99M | Buy |
+131,023
| New | +$5.99M | 0.52% | 44 |
|