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

Pacific 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
2020 Q1	–	Sell	-303,785	Closed	-$9.24M	–	62
2019 Q4	$9.24M	Buy	303,785 +67,081	+28%	+$1.97M	0.91%	26
2019 Q3	$6.82M	Buy	236,704 +7,012	+3%	+$205K	0.74%	28
2019 Q2	$6.32M	Hold	229,692	–	–	0.76%	26
2019 Q1	$6.32M	Buy	229,692 +11,552	+5%	+$304K	0.77%	26
2018 Q4	$5.23M	Buy	+218,140	New	+$5.6M	0.83%	24

Other funds holding JMOM

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

JWBC

John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return

Pacific Financial Group's JMOM Position: Q1 2020 in Review

Pacific Financial Group sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2020, closing a stake of 303,785 shares — an estimated $9.24M sold.

Pacific Financial Group first reported a position in JMOM in Q4 2018 and held it in 5 quarters. The position peaked at $9.24M in Q4 2019. 11 funds tracked by Wall St. Rank hold JMOM as of Q1 2020.

Pacific Financial Group reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2020 after selling out during the quarter.
Pacific Financial Group sold 303,785 JPMorgan US Momentum Factor ETF shares in Q1 2020, an estimated $9.24M.
Pacific Financial Group first reported a position in JPMorgan US Momentum Factor ETF in Q4 2018 and held it in 5 quarters.
Pacific Financial Group's JPMorgan US Momentum Factor ETF position peaked at $9.24M in Q4 2019.
11 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2020.

Based on Pacific Financial Group's 13F filing for Q1 2020, filed 8 Apr 2020.