Palumbo 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 | $982K | Buy |
15,279
+2,211
| +17% | +$142K | 0.3% | 66 |
|
|
2025
Q1 | $737K | Buy |
13,068
+695
| +6% | +$39.2K | 0.25% | 67 |
|
|
2024
Q4 | $721K | Buy |
12,373
+1,082
| +10% | +$63K | 0.27% | 65 |
|
|
2024
Q3 | $645K | Buy |
11,291
+302
| +3% | +$17.3K | 0.25% | 72 |
|
|
2024
Q2 | $589K | Buy |
10,989
+6,127
| +126% | +$328K | 0.25% | 72 |
|
|
2024
Q1 | $256K | Buy |
4,862
+276
| +6% | +$14.5K | 0.11% | 112 |
|
|
2023
Q4 | $210K | Buy |
+4,586
| New | +$210K | 0.11% | 113 |
|