RHS Financial’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

RHS Financial’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	-5,009	Closed	-$292K	–	139
2024 Q4	$292K	Sell	5,009 -907	-15%	-$53.8K	0.15%	109
2024 Q3	$338K	Buy	+5,916	New	+$322K	0.17%	100
2024 Q2	–	Sell	-3,931	Closed	-$207K	–	92
2024 Q1	$207K	Sell	3,931 -4,553	-54%	-$224K	0.12%	106
2023 Q4	$388K	Buy	8,484 +130	+2%	+$5.54K	0.25%	76
2023 Q3	$343K	Buy	8,354 +586	+8%	+$24.9K	0.24%	74
2023 Q2	$329K	Buy	+7,768	New	+$311K	0.24%	71

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 $8.74B AUM 14.62% 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

RHS Financial's JMOM Position: Q1 2025 in Review

RHS Financial sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2025, closing a stake of 5,009 shares — an estimated $292K sold.

RHS Financial first reported a position in JMOM in Q2 2023 and held it in 6 quarters. The position peaked at $388K in Q4 2023. 107 funds tracked by Wall St. Rank hold JMOM as of Q1 2025.

RHS Financial reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
RHS Financial sold 5,009 JPMorgan US Momentum Factor ETF shares in Q1 2025, an estimated $292K.
RHS Financial first reported a position in JPMorgan US Momentum Factor ETF in Q2 2023 and held it in 6 quarters.
RHS Financial's JPMorgan US Momentum Factor ETF position peaked at $388K in Q4 2023.
107 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2025.

Based on RHS Financial's 13F filing for Q1 2025, filed 17 Apr 2025.