NR
Newfound Research’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.68M | Sell |
76,222
-6,530
| -8% | -$230K | 6.57% | 4 |
|
|
2022
Q2 | $3.01M | Sell |
82,752
-18,765
| -18% | -$682K | 6.37% | 5 |
|
|
2022
Q1 | $4.47M | Sell |
101,517
-41,721
| -29% | -$1.84M | 5.81% | 6 |
|
|
2021
Q4 | $6.91M | Buy |
143,238
+26,477
| +23% | +$1.28M | 8.35% | 3 |
|
|
2021
Q3 | $5.12M | Buy |
116,761
+20,580
| +21% | +$903K | 8.3% | 4 |
|
|
2021
Q2 | $4.19M | Buy |
96,181
+22,503
| +31% | +$981K | 8.31% | 6 |
|
|
2021
Q1 | $2.9M | Sell |
73,678
-23,481
| -24% | -$923K | 6.71% | 5 |
|
|
2020
Q4 | $3.78M | Buy |
+97,159
| New | +$3.78M | 9.72% | 2 |
|