San Francisco Sentry Investment Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

San Francisco Sentry Investment Group’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
2021 Q2	$339K	Buy	7,776 +5	+0.1%	+$207	0.18%	139
2021 Q1	$306K	Buy	7,771 +325	+4%	+$12.9K	0.13%	175
2020 Q4	$289K	Buy	7,446 +11	+0.1%	+$404	0.14%	165
2020 Q3	$258K	Buy	7,435 +758	+11%	+$25.4K	0.13%	163
2020 Q2	$207K	Sell	6,677 -3,038	-31%	-$87.7K	0.11%	175
2020 Q1	$242K	Buy	9,715 +1,468	+18%	+$43.2K	0.15%	132
2019 Q4	$251K	Buy	8,247 +213	+3%	+$6.26K	0.11%	186
2019 Q3	$232K	Buy	8,034 +578	+8%	+$16.9K	0.11%	183
2019 Q2	$215K	Hold	7,456	–	–	0.1%	190
2019 Q1	$205K	Sell	7,456 -970	-12%	-$25.5K	0.09%	206
2018 Q4	$202K	Buy	+8,426	New	+$216K	0.1%	186

Other funds holding JMOM

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

San Francisco Sentry Investment Group's JMOM Position: Q2 2021 in Review

San Francisco Sentry Investment Group increased its JPMorgan US Momentum Factor ETF (JMOM) stake by 0.06% in Q2 2021, buying an estimated $207 and bringing the position to 7,776 shares worth $339K. The position accounts for 0.18% of the portfolio, ranked #139.

San Francisco Sentry Investment Group first reported a position in JMOM in Q4 2018 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold JMOM as of Q2 2021.

San Francisco Sentry Investment Group held 7,776 shares of JPMorgan US Momentum Factor ETF worth $339K as of Q2 2021.
San Francisco Sentry Investment Group bought 5 JPMorgan US Momentum Factor ETF shares in Q2 2021, an estimated $207.
JPMorgan US Momentum Factor ETF made up 0.18% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #139 holding.
San Francisco Sentry Investment Group first reported a position in JPMorgan US Momentum Factor ETF in Q4 2018 and has held it in 11 quarters since.
24 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.