SFS
Strategic Financial Services’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 | $3.38M | Buy |
52,613
+15,521
| +42% | +$998K | 0.18% | 34 |
|
|
2025
Q1 | $2.09M | Sell |
37,092
-695
| -2% | -$39.2K | 0.12% | 43 |
|
|
2024
Q4 | $2.2M | Sell |
37,787
-1,159
| -3% | -$67.5K | 0.13% | 49 |
|
|
2024
Q3 | $2.22M | Buy |
38,946
+7,771
| +25% | +$444K | 0.13% | 41 |
|
|
2024
Q2 | $1.67M | Sell |
31,175
-1,125
| -3% | -$60.3K | 0.11% | 44 |
|
|
2024
Q1 | $1.7M | Sell |
32,300
-1,233
| -4% | -$65K | 0.11% | 43 |
|
|
2023
Q4 | $1.53M | Sell |
33,533
-367
| -1% | -$16.8K | 0.11% | 49 |
|
|
2023
Q3 | $1.39M | Sell |
33,900
-178
| -0.5% | -$7.31K | 0.11% | 53 |
|
|
2023
Q2 | $1.45M | Buy |
34,078
+1,097
| +3% | +$46.7K | 0.11% | 57 |
|
|
2023
Q1 | $1.31M | Buy |
32,981
+14,007
| +74% | +$556K | 0.1% | 62 |
|
|
2022
Q4 | $715K | Sell |
18,974
-604
| -3% | -$22.8K | 0.06% | 74 |
|
|
2022
Q3 | $689K | Sell |
19,578
-2,839
| -13% | -$99.9K | 0.06% | 80 |
|
|
2022
Q2 | $814K | Buy |
22,417
+17,085
| +320% | +$620K | 0.07% | 76 |
|
|
2022
Q1 | $235K | Buy |
+5,332
| New | +$235K | 0.02% | 126 |
|