Northwestern Mutual Wealth Management’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 | $388K | Buy |
6,042
+408
| +7% | +$26.2K | ﹤0.01% | 1483 |
|
|
2025
Q1 | $318K | Sell |
5,634
-501
| -8% | -$28.2K | ﹤0.01% | 1489 |
|
|
2024
Q4 | $358K | Sell |
6,135
-407
| -6% | -$23.7K | ﹤0.01% | 1434 |
|
|
2024
Q3 | $374K | Sell |
6,542
-375
| -5% | -$21.4K | ﹤0.01% | 1405 |
|
|
2024
Q2 | $371K | Sell |
6,917
-930
| -12% | -$49.8K | ﹤0.01% | 1360 |
|
|
2024
Q1 | $413K | Buy |
7,847
+2,746
| +54% | +$145K | ﹤0.01% | 1305 |
|
|
2023
Q4 | $233K | Sell |
5,101
-3,622
| -42% | -$166K | ﹤0.01% | 1451 |
|
|
2023
Q3 | $358K | Buy |
8,723
+1,341
| +18% | +$55K | ﹤0.01% | 1272 |
|
|
2023
Q2 | $313K | Buy |
7,382
+53
| +0.7% | +$2.25K | ﹤0.01% | 1321 |
|
|
2023
Q1 | $291K | Sell |
7,329
-2,947
| -29% | -$117K | ﹤0.01% | 1310 |
|
|
2022
Q4 | $387K | Buy |
10,276
+5,839
| +132% | +$220K | ﹤0.01% | 1191 |
|
|
2022
Q3 | $156K | Buy |
4,437
+579
| +15% | +$20.4K | ﹤0.01% | 1480 |
|
|
2022
Q2 | $140K | Buy |
3,858
+1,382
| +56% | +$50.2K | ﹤0.01% | 1520 |
|
|
2022
Q1 | $109K | Buy |
+2,476
| New | +$109K | ﹤0.01% | 1669 |
|
|
2020
Q3 | – | Sell |
-4,062
| Closed | -$126K | – | 2607 |
|
|
2020
Q2 | $126K | Buy |
+4,062
| New | +$126K | ﹤0.01% | 1132 |
|