SEIA
Signature Estate & Investment Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
25,743
-68,561
| -73% | -$4.41M | 0.04% | 175 |
|
|
2025
Q1 | $5.31M | Sell |
94,304
-3,869
| -4% | -$218K | 0.14% | 78 |
|
|
2024
Q4 | $5.72M | Sell |
98,173
-12,106
| -11% | -$705K | 0.14% | 65 |
|
|
2024
Q3 | $6.3M | Buy |
110,279
+22,521
| +26% | +$1.29M | 0.15% | 59 |
|
|
2024
Q2 | $4.7M | Buy |
87,758
+988
| +1% | +$53K | 0.12% | 71 |
|
|
2024
Q1 | $4.57M | Buy |
86,770
+2,449
| +3% | +$129K | 0.13% | 56 |
|
|
2023
Q4 | $3.86M | Buy |
84,321
+2,514
| +3% | +$115K | 0.11% | 62 |
|
|
2023
Q3 | $3.36M | Sell |
81,807
-2,556
| -3% | -$105K | 0.11% | 58 |
|
|
2023
Q2 | $3.58M | Sell |
84,363
-3,014
| -3% | -$128K | 0.12% | 59 |
|
|
2023
Q1 | $3.47M | Buy |
87,377
+7,831
| +10% | +$311K | 0.12% | 61 |
|
|
2022
Q4 | $3M | Sell |
79,546
-11,088
| -12% | -$418K | 0.11% | 68 |
|
|
2022
Q3 | $3.19M | Sell |
90,634
-2,294
| -2% | -$80.7K | 0.15% | 56 |
|
|
2022
Q2 | $3.38M | Buy |
+92,928
| New | +$3.38M | 0.17% | 53 |
|