Magnolia Capital Advisors’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 | $7.73M | Sell |
120,209
-21,952
| -15% | -$1.41M | 1.95% | 9 |
|
|
2025
Q1 | $8.01M | Buy |
142,161
+20,385
| +17% | +$1.15M | 2.18% | 9 |
|
|
2024
Q4 | $7.1M | Buy |
+121,776
| New | +$7.1M | 1.84% | 13 |
|
|
2024
Q2 | – | Sell |
-91,380
| Closed | -$4.52M | – | 138 |
|
|
2024
Q1 | $4.52M | Buy |
91,380
+537
| +0.6% | +$26.6K | 3.78% | 4 |
|
|
2023
Q4 | $4.34M | Buy |
+90,843
| New | +$4.34M | 3.17% | 7 |
|