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Pacifica Partners’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Pacifica Partners’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
Q4 		– Sell
-141
Closed -$5.72K – 565
2023
Q3 		$5.72K Hold
141
– – ﹤0.01% 404
2023
Q2 		$5.95K Hold
141
– – ﹤0.01% 352
2023
Q1 		$5.51K Buy
+141
New +$5.49K ﹤0.01% 375

Other funds holding JMOM

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Pacifica Partners's JMOM Position: Q4 2023 in Review

Pacifica Partners sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q4 2023, closing a stake of 141 shares — an estimated $5.72K sold.

Pacifica Partners first reported a position in JMOM in Q1 2023 and held it in 3 quarters. The position peaked at $5.95K in Q2 2023. 65 funds tracked by Wall St. Rank hold JMOM as of Q4 2023.

  • Pacifica Partners reported no remaining JPMorgan US Momentum Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Pacifica Partners sold 141 JPMorgan US Momentum Factor ETF shares in Q4 2023, an estimated $5.72K.
  • Pacifica Partners first reported a position in JPMorgan US Momentum Factor ETF in Q1 2023 and held it in 3 quarters.
  • Pacifica Partners's JPMorgan US Momentum Factor ETF position peaked at $5.95K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q4 2023.

Based on Pacifica Partners's 13F filing for Q4 2023, filed 8 Jan 2024.