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Raymond James & Associates’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Raymond James & Associates’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
Q3 		$488K Sell
8,548
-1,519
-15% -$82.7K ﹤0.01% 3127
2024
Q2 		$540K Sell
10,067
-1,228
-11% -$63.8K ﹤0.01% 3028
2024
Q1 		$595K Sell
11,295
-552
-5% -$27.1K ﹤0.01% 2956
2023
Q4 		$542K Buy
11,847
+2,022
+21% +$86.2K ﹤0.01% 2914
2023
Q3 		$403K Buy
9,825
+2,375
+32% +$101K ﹤0.01% 3019
2023
Q2 		$316K Buy
+7,450
New +$298K ﹤0.01% 3228
2023
Q1 		– Sell
-6,283
Closed -$237K – 3965
2022
Q4 		$237K Buy
6,283
+301
+5% +$11.4K ﹤0.01% 3351
2022
Q3 		$210K Sell
5,982
-611
-9% -$23.6K ﹤0.01% 3416
2022
Q2 		$240K Sell
6,593
-64,405
-91% -$2.55M ﹤0.01% 3386
2022
Q1 		$3.13M Buy
70,998
+1,705
+2% +$74.1K ﹤0.01% 1831
2021
Q4 		$3.35M Sell
69,293
-22,486
-25% -$1.06M ﹤0.01% 1815
2021
Q3 		$4.03M Buy
91,779
+86,525
+1,647% +$3.89M ﹤0.01% 1637
2021
Q2 		$229K Sell
5,254
-5,519
-51% -$228K ﹤0.01% 3606
2021
Q1 		$424K Sell
10,773
-97
-0.9% -$3.84K ﹤0.01% 3139
2020
Q4 		$423K Buy
10,870
+4,661
+75% +$171K ﹤0.01% 2920
2020
Q3 		$216K Buy
+6,209
New +$208K ﹤0.01% 3162

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Raymond James & Associates's JMOM Position: Q3 2024 in Review

Raymond James & Associates reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 15% in Q3 2024, selling an estimated $82.7K and leaving 8,548 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #3127.

Raymond James & Associates first reported a position in JMOM in Q3 2020 and has held it in 16 quarters since. The position peaked at $4.03M in Q3 2021. 78 funds tracked by Wall St. Rank hold JMOM as of Q3 2024.

  • Raymond James & Associates held 8,548 shares of JPMorgan US Momentum Factor ETF worth $488K as of Q3 2024.
  • Raymond James & Associates sold 1,519 JPMorgan US Momentum Factor ETF shares in Q3 2024, an estimated $82.7K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3127 holding.
  • Raymond James & Associates first reported a position in JPMorgan US Momentum Factor ETF in Q3 2020 and has held it in 16 quarters since.
  • Raymond James & Associates's JPMorgan US Momentum Factor ETF position peaked at $4.03M in Q3 2021.
  • 78 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.