JP Morgan Chase’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

JP Morgan Chase’s Portfolio ROMO Stock Details ROMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-50,000	Closed	-$1.38M	–	6818
2022 Q1	$1.38M	Hold	50,000	–	–	﹤0.01%	4044
2021 Q4	$1.51M	Hold	50,000	–	–	﹤0.01%	4058
2021 Q3	$1.39M	Hold	50,000	–	–	﹤0.01%	4060
2021 Q2	$1.39M	Hold	50,000	–	–	﹤0.01%	4060
2021 Q1	$1.31M	Sell	50,000 -50,000	-50%	-$1.3M	﹤0.01%	4015
2020 Q4	$2.5M	Hold	100,000	–	–	﹤0.01%	3322
2020 Q3	$2.24M	Hold	100,000	–	–	﹤0.01%	3147
2020 Q2	$2.15M	Hold	100,000	–	–	﹤0.01%	3059
2020 Q1	$2.11M	Buy	+100,000	New	+$2.49M	﹤0.01%	2933

Other funds holding ROMO

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's ROMO Position: Q2 2022 in Review

JP Morgan Chase sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q2 2022, closing a stake of 50,000 shares — an estimated $1.38M sold.

JP Morgan Chase first reported a position in ROMO in Q1 2020 and held it in 9 quarters. The position peaked at $2.5M in Q4 2020. 8 funds tracked by Wall St. Rank hold ROMO as of Q2 2022.

JP Morgan Chase reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q2 2022 after selling out during the quarter.
JP Morgan Chase sold 50,000 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q2 2022, an estimated $1.38M.
JP Morgan Chase first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q1 2020 and held it in 9 quarters.
JP Morgan Chase's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $2.5M in Q4 2020.
8 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q2 2022.

Based on JP Morgan Chase's 13F filing for Q2 2022, filed 11 Aug 2022.