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Stratos Wealth Partners’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Stratos Wealth Partners’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
2023
Q1 		– Sell
-10,008
Closed -$377K – 1185
2022
Q4 		$377K Buy
+10,008
New +$380K 0.01% 818

Other funds holding JMOM

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stratos Wealth Partners's JMOM Position: Q1 2023 in Review

Stratos Wealth Partners sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2023, closing a stake of 10,008 shares — an estimated $377K sold.

Stratos Wealth Partners first reported a position in JMOM in Q4 2022 and held it in 1 quarter. The position peaked at $377K in Q4 2022. 45 funds tracked by Wall St. Rank hold JMOM as of Q1 2023.

  • Stratos Wealth Partners reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 10,008 JPMorgan US Momentum Factor ETF shares in Q1 2023, an estimated $377K.
  • Stratos Wealth Partners first reported a position in JPMorgan US Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
  • Stratos Wealth Partners's JPMorgan US Momentum Factor ETF position peaked at $377K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2023.

Based on Stratos Wealth Partners's 13F filing for Q1 2023, filed 27 Apr 2023.