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Money Concepts Capital’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-265
Closed -$9.99K – 1767
2022
Q4 		$9.99K Buy
+265
New +$10.1K ﹤0.01% 2011
2022
Q2 		– Sell
-265
Closed -$12K – 2067
2022
Q1 		$12K Buy
+265
New +$11.5K ﹤0.01% 1844

Other funds holding JMOM

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SPA
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
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.35B AUM 37.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Concepts Capital's JMOM Position: Q1 2023 in Review

Money Concepts Capital sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2023, closing a stake of 265 shares — an estimated $9.99K sold.

Money Concepts Capital first reported a position in JMOM in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 45 funds tracked by Wall St. Rank hold JMOM as of Q1 2023.

  • Money Concepts Capital reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 265 JPMorgan US Momentum Factor ETF shares in Q1 2023, an estimated $9.99K.
  • Money Concepts Capital first reported a position in JPMorgan US Momentum Factor ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's JPMorgan US Momentum Factor ETF position peaked at $12K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.