JCM
JMOM icon

Jacobi Capital Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Jacobi Capital Management’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
2021
Q4 		– Sell
-10
Closed – – 881
2021
Q3 		$0 Hold
10
– – ﹤0.01% 1470
2021
Q2 		$0 Hold
10
– – ﹤0.01% 1411
2021
Q1 		$0 Hold
10
– – ﹤0.01% 1407
2020
Q4 		$0 Buy
+10
New +$367 ﹤0.01% 1332

Other funds holding JMOM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jacobi Capital Management's JMOM Position: Q4 2021 in Review

Jacobi Capital Management sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q4 2021, closing a stake of 10 shares.

Jacobi Capital Management first reported a position in JMOM in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 35 funds tracked by Wall St. Rank hold JMOM as of Q4 2021.

  • Jacobi Capital Management reported no remaining JPMorgan US Momentum Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 10 JPMorgan US Momentum Factor ETF shares in Q4 2021.
  • Jacobi Capital Management first reported a position in JPMorgan US Momentum Factor ETF in Q4 2020 and held it in 4 quarters.
  • Jacobi Capital Management's JPMorgan US Momentum Factor ETF position peaked at $0 in Q3 2021.
  • 35 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.