KWB Wealth’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-26,249
Closed -$989K 130
2023
Q1
$989K Buy
26,249
+964
+4% +$36.3K 0.18% 47
2022
Q4
$953K Buy
+25,285
New +$953K 0.18% 46