JP Morgan Private Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.86M | Sell |
|
|||||
|
2023
Q2 | $2.8M | Sell |
|
|||||
|
2023
Q1 | $4M | Sell |
|
|||||
|
2022
Q4 | $6.14M | Buy |
|
|||||
|
2022
Q3 | $4.32M | Sell |
|
|||||
|
2022
Q2 | $4.55M | Sell |
|
|||||
|
2022
Q1 | $6.39M | Sell |
|
|||||
|
2021
Q4 | $7.51M | Buy |
|
|||||
|
2021
Q3 | $6.87M | Buy |
|
|||||
|
2021
Q2 | $6.47M | Sell |
|
|||||
|
2021
Q1 | $6.04M | Sell |
|
|||||
|
2020
Q4 | $6.41M | Sell |
|
|||||
|
2020
Q3 | $21.1M | Buy |
|
|||||
|
2020
Q2 | $18.2M | Buy |
|
|||||
|
2020
Q1 | $14.5M | Buy |
|
|||||
|
2019
Q4 | $12.7M | Buy |
|
|||||
|
2019
Q3 | $9.5M | Buy |
|
|||||
|
2019
Q2 | $4.04M | Sell |
|
|||||
|
2019
Q1 | $5.71M | Sell |
|
|||||
|
2018
Q4 | $12.6M | Sell |
|
|||||
|
2018
Q3 | $60.3M | Buy |
|
|||||
|
2018
Q2 | $43.8M | Sell |
|
|||||
|
2018
Q1 | $44.5M | Buy |
|
|||||
|
2017
Q4 | $29.1M | Buy |
|
|||||
|
2017
Q3 | $24.6M | Buy |
|
|||||
|
2017
Q2 | $731K | Buy |
|
|||||
|
2017
Q1 | $597K | Sell |
|
|||||
|
2016
Q4 | $774K | Buy |
|
|||||
|
2016
Q3 | $693K | Hold |
|
|||||
|
2016
Q2 | $685K | Sell |
|
|||||
|
2016
Q1 | $1.17M | Sell |
|
|||||
|
2015
Q4 | $2.2M | Buy |
|
|||||
|
2015
Q3 | $399K | Buy |
|