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

Integrity Advisory’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
Q4 		– Sell
-10,011
Closed -$352K – 80
2022
Q3 		$352K Buy
10,011
+4,130
+70% +$160K 0.33% 52
2022
Q2 		$214K Buy
+5,881
New +$232K 0.21% 64

Other funds holding JMOM

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Intrust Bank
Intrust Bank Wichita, Kansas $1.35B AUM 37.16% 1-Year Est. Return
Vident Investment Advisory
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Integrity Advisory's JMOM Position: Q4 2022 in Review

Integrity Advisory sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q4 2022, closing a stake of 10,011 shares — an estimated $352K sold.

Integrity Advisory first reported a position in JMOM in Q2 2022 and held it in 2 quarters. The position peaked at $352K in Q3 2022. 47 funds tracked by Wall St. Rank hold JMOM as of Q4 2022.

  • Integrity Advisory reported no remaining JPMorgan US Momentum Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Integrity Advisory sold 10,011 JPMorgan US Momentum Factor ETF shares in Q4 2022, an estimated $352K.
  • Integrity Advisory first reported a position in JPMorgan US Momentum Factor ETF in Q2 2022 and held it in 2 quarters.
  • Integrity Advisory's JPMorgan US Momentum Factor ETF position peaked at $352K in Q3 2022.
  • 47 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.