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Pinion Investment Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Pinion Investment Advisors’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
2024
Q2 		– Sell
-3,834
Closed -$202K – 153
2024
Q1 		$202K Buy
+3,834
New +$188K 0.1% 145

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 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 $445B AUM 25.58% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Pinion Investment Advisors's JMOM Position: Q2 2024 in Review

Pinion Investment Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2024, closing a stake of 3,834 shares — an estimated $202K sold.

Pinion Investment Advisors first reported a position in JMOM in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 71 funds tracked by Wall St. Rank hold JMOM as of Q2 2024.

  • Pinion Investment Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Pinion Investment Advisors sold 3,834 JPMorgan US Momentum Factor ETF shares in Q2 2024, an estimated $202K.
  • Pinion Investment Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and held it in 1 quarter.
  • Pinion Investment Advisors's JPMorgan US Momentum Factor ETF position peaked at $202K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2024.

Based on Pinion Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.