Delos Wealth Advisors’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 | $2.72M | Sell |
42,279
-2,891
| -6% | -$186K | 2.12% | 18 |
|
|
2025
Q1 | $2.55M | Buy |
45,170
+135
| +0.3% | +$7.61K | 2.02% | 20 |
|
|
2024
Q4 | $2.62M | Buy |
45,035
+2,943
| +7% | +$171K | 2.09% | 20 |
|
|
2024
Q3 | $2.4M | Buy |
42,092
+2,887
| +7% | +$165K | 2.1% | 21 |
|
|
2024
Q2 | $2.1M | Buy |
39,205
+3,896
| +11% | +$209K | 2.03% | 20 |
|
|
2024
Q1 | $1.86M | Buy |
35,309
+13,438
| +61% | +$708K | 2.09% | 19 |
|
|
2023
Q4 | $1,000K | Sell |
21,871
-1,136
| -5% | -$51.9K | 1.45% | 24 |
|
|
2023
Q3 | $987K | Sell |
23,007
-241
| -1% | -$10.3K | 1.19% | 29 |
|
|
2023
Q2 | $985K | Sell |
23,248
-36
| -0.2% | -$1.53K | 1.26% | 28 |
|
|
2023
Q1 | $924K | Buy |
23,284
+1,020
| +5% | +$40.5K | 1.17% | 29 |
|
|
2022
Q4 | $839K | Buy |
22,264
+446
| +2% | +$16.8K | 1.29% | 26 |
|
|
2022
Q3 | $768K | Buy |
+21,818
| New | +$768K | 0.92% | 31 |
|