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Goodman Advisory Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Goodman Advisory Group’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
2025
Q4 		– Sell
-15
Closed -$1.02K – 202
2025
Q3 		$1.02K Buy
+15
New +$983 ﹤0.01% 177
2025
Q2 		– Sell
-44
Closed -$2.48K – 176
2025
Q1 		$2.48K Buy
+44
New +$2.62K ﹤0.01% 166
2024
Q4 		– Sell
-44
Closed -$2.51K – 116
2024
Q3 		$2.51K Sell
44
-14,062
-100% -$765K ﹤0.01% 181
2024
Q2 		$756K Buy
+14,106
New +$733K 0.23% 57
2024
Q1 		– Sell
-201
Closed -$9.19K – 176
2023
Q4 		$9.19K Buy
+201
New +$8.57K ﹤0.01% 124

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return