EverSource 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 | $24.3K | Sell |
378
-17
| -4% | -$1.09K | ﹤0.01% | 2142 |
|
|
2025
Q1 | $22.3K | Buy |
+395
| New | +$22.3K | ﹤0.01% | 1634 |
|
|
2022
Q3 | – | Sell |
-905
| Closed | -$33K | – | 2046 |
|
|
2022
Q2 | $33K | Hold |
905
| – | – | 0.01% | 702 |
|
|
2022
Q1 | $40K | Hold |
905
| – | – | 0.01% | 507 |
|
|
2021
Q4 | $44K | Buy |
+905
| New | +$44K | 0.01% | 450 |
|