LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39M | Buy |
606,899
+408,553
| +206% | +$26.3M | 0.01% | 889 |
|
|
2025
Q1 | $11.2M | Sell |
198,346
-42,717
| -18% | -$2.41M | ﹤0.01% | 1515 |
|
|
2024
Q4 | $14M | Buy |
241,063
+22,576
| +10% | +$1.32M | 0.01% | 1297 |
|
|
2024
Q3 | $12.5M | Buy |
218,487
+18,814
| +9% | +$1.07M | 0.01% | 1315 |
|
|
2024
Q2 | $10.7M | Sell |
199,673
-14,364
| -7% | -$770K | 0.01% | 1328 |
|
|
2024
Q1 | $11.3M | Buy |
214,037
+11,191
| +6% | +$590K | 0.01% | 1253 |
|
|
2023
Q4 | $9.27M | Buy |
202,846
+10,338
| +5% | +$473K | 0.01% | 1299 |
|
|
2023
Q3 | $7.9M | Buy |
192,508
+122,059
| +173% | +$5.01M | 0.01% | 1305 |
|
|
2023
Q2 | $2.98M | Buy |
70,449
+16,914
| +32% | +$717K | ﹤0.01% | 1921 |
|
|
2023
Q1 | $2.12M | Buy |
53,535
+31,698
| +145% | +$1.26M | ﹤0.01% | 2094 |
|
|
2022
Q4 | $823K | Sell |
21,837
-11,646
| -35% | -$439K | ﹤0.01% | 2783 |
|
|
2022
Q3 | $1.18M | Buy |
33,483
+283
| +0.9% | +$9.96K | ﹤0.01% | 2401 |
|
|
2022
Q2 | $1.21M | Sell |
33,200
-4,930
| -13% | -$179K | ﹤0.01% | 2427 |
|
|
2022
Q1 | $1.68M | Buy |
38,130
+11,833
| +45% | +$521K | ﹤0.01% | 2188 |
|
|
2021
Q4 | $1.27M | Buy |
26,297
+8,063
| +44% | +$389K | ﹤0.01% | 2440 |
|
|
2021
Q3 | $800K | Buy |
18,234
+9,631
| +112% | +$423K | ﹤0.01% | 2793 |
|
|
2021
Q2 | $375K | Sell |
8,603
-293
| -3% | -$12.8K | ﹤0.01% | 3396 |
|
|
2021
Q1 | $350K | Buy |
+8,896
| New | +$350K | ﹤0.01% | 3336 |
|
|
2020
Q1 | – | Sell |
-42,192
| Closed | -$1.28M | – | 3315 |
|
|
2019
Q4 | $1.28M | Buy |
42,192
+3,197
| +8% | +$97.2K | ﹤0.01% | 1662 |
|
|
2019
Q3 | $1.13M | Buy |
+38,995
| New | +$1.13M | ﹤0.01% | 1634 |
|