LPL Financial’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.1M | Buy |
414,316
+41,643
| +11% | +$2.91M | 0.01% | 1244 |
|
|
2025
Q4 | $25.4M | Buy |
372,673
+5,466
| +1% | +$372K | 0.01% | 1250 |
|
|
2025
Q3 | $24.9M | Sell |
367,207
-239,692
| -39% | -$15.7M | 0.01% | 1226 |
|
|
2025
Q2 | $39M | Buy |
606,899
+408,553
| +206% | +$24M | 0.01% | 891 |
|
|
2025
Q1 | $11.2M | Sell |
198,346
-42,717
| -18% | -$2.54M | ﹤0.01% | 1517 |
|
|
2024
Q4 | $14M | Buy |
241,063
+22,576
| +10% | +$1.34M | 0.01% | 1300 |
|
|
2024
Q3 | $12.5M | Buy |
218,487
+18,814
| +9% | +$1.02M | 0.01% | 1318 |
|
|
2024
Q2 | $10.7M | Sell |
199,673
-14,364
| -7% | -$747K | 0.01% | 1331 |
|
|
2024
Q1 | $11.3M | Buy |
214,037
+11,191
| +6% | +$550K | 0.01% | 1255 |
|
|
2023
Q4 | $9.27M | Buy |
202,846
+10,338
| +5% | +$441K | 0.01% | 1303 |
|
|
2023
Q3 | $7.9M | Buy |
192,508
+122,059
| +173% | +$5.18M | 0.01% | 1308 |
|
|
2023
Q2 | $2.98M | Buy |
70,449
+16,914
| +32% | +$678K | ﹤0.01% | 1925 |
|
|
2023
Q1 | $2.12M | Buy |
53,535
+31,698
| +145% | +$1.23M | ﹤0.01% | 2097 |
|
|
2022
Q4 | $823K | Sell |
21,837
-11,646
| -35% | -$442K | ﹤0.01% | 2792 |
|
|
2022
Q3 | $1.18M | Buy |
33,483
+283
| +0.9% | +$10.9K | ﹤0.01% | 2405 |
|
|
2022
Q2 | $1.21M | Sell |
33,200
-4,930
| -13% | -$195K | ﹤0.01% | 2432 |
|
|
2022
Q1 | $1.68M | Buy |
38,130
+11,833
| +45% | +$514K | ﹤0.01% | 2194 |
|
|
2021
Q4 | $1.27M | Buy |
26,297
+8,063
| +44% | +$381K | ﹤0.01% | 2449 |
|
|
2021
Q3 | $800K | Buy |
18,234
+9,631
| +112% | +$433K | ﹤0.01% | 2807 |
|
|
2021
Q2 | $375K | Sell |
8,603
-293
| -3% | -$12.1K | ﹤0.01% | 3407 |
|
|
2021
Q1 | $350K | Buy |
+8,896
| New | +$352K | ﹤0.01% | 3348 |
|
|
2020
Q1 | – | Sell |
-42,192
| Closed | -$1.28M | – | 3332 |
|
|
2019
Q4 | $1.28M | Buy |
42,192
+3,197
| +8% | +$94K | ﹤0.01% | 1664 |
|
|
2019
Q3 | $1.13M | Buy |
+38,995
| New | +$1.14M | ﹤0.01% | 1637 |
|
Other funds holding JMOM
BTI
EH
SPA
NRW
MCA
AWA
WWG