KWB Wealth
JMOM icon

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

KWB Wealth’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
2023
Q2 		– Sell
-26,249
Closed -$989K – 130
2023
Q1 		$989K Buy
26,249
+964
+4% +$37.5K 0.18% 47
2022
Q4 		$953K Buy
+25,285
New +$959K 0.18% 46

Other funds holding JMOM

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Shore Point Advisors
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
Vident Investment Advisory
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Intrust Bank
Intrust Bank Wichita, Kansas $1.35B AUM 37.16% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

KWB Wealth's JMOM Position: Q2 2023 in Review

KWB Wealth sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2023, closing a stake of 26,249 shares — an estimated $989K sold.

KWB Wealth first reported a position in JMOM in Q4 2022 and held it in 2 quarters. The position peaked at $989K in Q1 2023. 46 funds tracked by Wall St. Rank hold JMOM as of Q2 2023.

  • KWB Wealth reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
  • KWB Wealth sold 26,249 JPMorgan US Momentum Factor ETF shares in Q2 2023, an estimated $989K.
  • KWB Wealth first reported a position in JPMorgan US Momentum Factor ETF in Q4 2022 and held it in 2 quarters.
  • KWB Wealth's JPMorgan US Momentum Factor ETF position peaked at $989K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2023.

Based on KWB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.