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Oxford Financial Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Oxford Financial Group’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
2025
Q1 		– Sell
-6,457
Closed -$376K – 286
2024
Q4 		$376K Buy
+6,457
New +$383K 0.02% 181

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EH
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SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Oxford Financial Group's JMOM Position: Q1 2025 in Review

Oxford Financial Group sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2025, closing a stake of 6,457 shares — an estimated $376K sold.

Oxford Financial Group first reported a position in JMOM in Q4 2024 and held it in 1 quarter. The position peaked at $376K in Q4 2024. 107 funds tracked by Wall St. Rank hold JMOM as of Q1 2025.

  • Oxford Financial Group reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 6,457 JPMorgan US Momentum Factor ETF shares in Q1 2025, an estimated $376K.
  • Oxford Financial Group first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and held it in 1 quarter.
  • Oxford Financial Group's JPMorgan US Momentum Factor ETF position peaked at $376K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.