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Householder Group Estate & Retirement Specialist’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q3 		– Sell
-423
Closed -$22K – 1251
2024
Q2 		$22K Sell
423
-680
-62% -$35.3K 0.01% 662
2024
Q1 		$58.1K Hold
1,103
– – 0.02% 449
2023
Q4 		$50K Buy
1,103
+680
+161% +$29K 0.02% 457
2023
Q3 		$17.4K Buy
+423
New +$18K 0.01% 672

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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 $445B AUM 25.58% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JMOM Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2024, closing a stake of 423 shares — an estimated $22K sold.

Householder Group Estate & Retirement Specialist first reported a position in JMOM in Q3 2023 and held it in 4 quarters. The position peaked at $58.1K in Q1 2024. 78 funds tracked by Wall St. Rank hold JMOM as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 423 JPMorgan US Momentum Factor ETF shares in Q3 2024, an estimated $22K.
  • Householder Group Estate & Retirement Specialist first reported a position in JPMorgan US Momentum Factor ETF in Q3 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's JPMorgan US Momentum Factor ETF position peaked at $58.1K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.