IFP Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2K | Buy |
314
+154
| +96% | +$9.9K | ﹤0.01% | 2542 |
|
|
2025
Q1 | $9.02K | Sell |
160
-114
| -42% | -$6.43K | ﹤0.01% | 2617 |
|
|
2024
Q4 | $16K | Buy |
274
+114
| +71% | +$6.64K | ﹤0.01% | 2347 |
|
|
2024
Q3 | $9.14K | Hold |
160
| – | – | ﹤0.01% | 2461 |
|
|
2024
Q2 | $8.58K | Hold |
160
| – | – | ﹤0.01% | 2390 |
|
|
2024
Q1 | $8.43K | Hold |
160
| – | – | ﹤0.01% | 2298 |
|
|
2023
Q4 | $7.31K | Hold |
160
| – | – | ﹤0.01% | 2294 |
|
|
2023
Q3 | $6.57K | Hold |
160
| – | – | ﹤0.01% | 2414 |
|
|
2023
Q2 | $6.78K | Hold |
160
| – | – | ﹤0.01% | 2430 |
|
|
2023
Q1 | $4.35K | Sell |
160
-140
| -47% | -$3.81K | ﹤0.01% | 2625 |
|
|
2022
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 3524 |
|
|
2022
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 3780 |
|
|
2022
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 3533 |
|
|
2022
Q1 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 3533 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3980 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3727 |
|
|
2021
Q1 | – | Sell |
-160
| Closed | -$6K | – | 3638 |
|
|
2020
Q4 | $6K | Hold |
160
| – | – | ﹤0.01% | 2245 |
|
|
2020
Q3 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 2095 |
|