Creative Planning’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
4,492
+143
| +3% | +$9.19K | ﹤0.01% | 2916 |
|
|
2025
Q1 | $245K | Sell |
4,349
-143
| -3% | -$8.06K | ﹤0.01% | 2893 |
|
|
2024
Q4 | $262K | Sell |
4,492
-224
| -5% | -$13.1K | ﹤0.01% | 2770 |
|
|
2024
Q3 | $269K | Buy |
4,716
+272
| +6% | +$15.5K | ﹤0.01% | 2610 |
|
|
2024
Q2 | $238K | Hold |
4,444
| – | – | ﹤0.01% | 2532 |
|
|
2024
Q1 | $234K | Hold |
4,444
| – | – | ﹤0.01% | 2441 |
|
|
2023
Q4 | $203K | Buy |
+4,444
| New | +$203K | ﹤0.01% | 2412 |
|