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

Realta 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
2022
Q4 		– Sell
-850
Closed -$30K – 869
2022
Q3 		$30K Buy
+850
New +$32.9K 0.01% 584

Other funds holding JMOM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Realta Investment Advisors's JMOM Position: Q4 2022 in Review

Realta Investment Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q4 2022, closing a stake of 850 shares — an estimated $30K sold.

Realta Investment Advisors first reported a position in JMOM in Q3 2022 and held it in 1 quarter. The position peaked at $30K in Q3 2022. 47 funds tracked by Wall St. Rank hold JMOM as of Q4 2022.

  • Realta Investment Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 850 JPMorgan US Momentum Factor ETF shares in Q4 2022, an estimated $30K.
  • Realta Investment Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q3 2022 and held it in 1 quarter.
  • Realta Investment Advisors's JPMorgan US Momentum Factor ETF position peaked at $30K in Q3 2022.
  • 47 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.