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Raymond James Financial Services Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Raymond James Financial Services 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
Q3 		$625K Sell
10,934
-1,758
-14% -$95.7K ﹤0.01% 2471
2024
Q2 		$680K Buy
12,692
+3,311
+35% +$172K ﹤0.01% 2325
2024
Q1 		$494K Buy
9,381
+2,268
+32% +$111K ﹤0.01% 2526
2023
Q4 		$325K Sell
7,113
-17,997
-72% -$768K ﹤0.01% 2680
2023
Q3 		$1.03M Buy
25,110
+54
+0.2% +$2.29K ﹤0.01% 1882
2023
Q2 		$1.06M Sell
25,056
-26,225
-51% -$1.05M ﹤0.01% 1899
2023
Q1 		$2.03M Sell
51,281
-1,718
-3% -$66.9K ﹤0.01% 1478
2022
Q4 		$2M Sell
52,999
-36
-0.1% -$1.37K ﹤0.01% 1440
2022
Q3 		$1.87M Sell
53,035
-15,302
-22% -$592K ﹤0.01% 1452
2022
Q2 		$2.48M Sell
68,337
-1,875
-3% -$74.1K 0.01% 1327
2022
Q1 		$3.09M Buy
+70,212
New +$3.05M 0.01% 1253
2021
Q2 		– Sell
-82,801
Closed -$3.26M – 3349
2021
Q1 		$3.26M Buy
82,801
+10,064
+14% +$398K 0.01% 1123
2020
Q4 		$2.83M Buy
72,737
+62,990
+646% +$2.31M 0.01% 1111
2020
Q3 		$339K Buy
9,747
+1
+0% +$33 ﹤0.01% 2213
2020
Q2 		$302K Buy
+9,746
New +$281K ﹤0.01% 2228

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 $9.54B AUM 19.86% 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 $807M AUM 19.58% 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 $206M AUM 18.25% 1-Year Est. Return

Raymond James Financial Services Advisors's JMOM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 14% in Q3 2024, selling an estimated $95.7K and leaving 10,934 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

Raymond James Financial Services Advisors first reported a position in JMOM in Q2 2020 and has held it in 15 quarters since. The position peaked at $3.26M in Q1 2021. 78 funds tracked by Wall St. Rank hold JMOM as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,934 shares of JPMorgan US Momentum Factor ETF worth $625K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,758 JPMorgan US Momentum Factor ETF shares in Q3 2024, an estimated $95.7K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2471 holding.
  • Raymond James Financial Services Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q2 2020 and has held it in 15 quarters since.
  • Raymond James Financial Services Advisors's JPMorgan US Momentum Factor ETF position peaked at $3.26M in Q1 2021.
  • 78 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.