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

PSI 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
2025 Q1	–	Sell	-435	Closed	-$25.3K	–	853
2024 Q4	$25.3K	Buy	435 +2	+0.5%	+$119	0.01%	377
2024 Q3	$24.7K	Buy	433 +1	+0.2%	+$54	0.01%	389
2024 Q2	$23.2K	Buy	432 +1	+0.2%	+$52	0.01%	378
2024 Q1	$22.7K	Buy	431 +255	+145%	+$12.5K	0.01%	373
2023 Q4	$8.03K	Buy	+176	New	+$7.51K	﹤0.01%	546

Other funds holding JMOM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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 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

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

PSI Advisors's JMOM Position: Q1 2025 in Review

PSI Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2025, closing a stake of 435 shares — an estimated $25.3K sold.

PSI Advisors first reported a position in JMOM in Q4 2023 and held it in 5 quarters. The position peaked at $25.3K in Q4 2024. 107 funds tracked by Wall St. Rank hold JMOM as of Q1 2025.

PSI Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 435 JPMorgan US Momentum Factor ETF shares in Q1 2025, an estimated $25.3K.
PSI Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q4 2023 and held it in 5 quarters.
PSI Advisors's JPMorgan US Momentum Factor ETF position peaked at $25.3K in Q4 2024.
107 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.