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Graves Light Lenhart Wealth’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q1 		– Sell
-202
Closed -$10K – 713
2021
Q4 		$10K Buy
+202
New +$9.54K ﹤0.01% 604

Other funds holding JMOM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Graves Light Lenhart Wealth's JMOM Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2022, closing a stake of 202 shares — an estimated $10K sold.

Graves Light Lenhart Wealth first reported a position in JMOM in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 41 funds tracked by Wall St. Rank hold JMOM as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 202 JPMorgan US Momentum Factor ETF shares in Q1 2022, an estimated $10K.
  • Graves Light Lenhart Wealth first reported a position in JPMorgan US Momentum Factor ETF in Q4 2021 and held it in 1 quarter.
  • Graves Light Lenhart Wealth's JPMorgan US Momentum Factor ETF position peaked at $10K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.