Stringer Asset Management
JMOM icon

Stringer Asset Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Stringer Asset Management’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
2022
Q2 		– Sell
-6,058
Closed -$267K – 32
2022
Q1 		$267K Sell
6,058
-32,977
-84% -$1.43M 0.46% 29
2021
Q4 		$12.6M Buy
39,035
+14,310
+58% +$676K 13.81% 1
2021
Q3 		$1.08M Buy
+24,725
New +$1.11M 1.02% 28

Other funds holding JMOM

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Newfound Research
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Intrust Bank
Intrust Bank Wichita, Kansas $1.35B AUM 37.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Stringer Asset Management's JMOM Position: Q2 2022 in Review

Stringer Asset Management sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2022, closing a stake of 6,058 shares — an estimated $267K sold.

Stringer Asset Management first reported a position in JMOM in Q3 2021 and held it in 3 quarters. The position peaked at $12.6M in Q4 2021. 39 funds tracked by Wall St. Rank hold JMOM as of Q2 2022.

  • Stringer Asset Management reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Stringer Asset Management sold 6,058 JPMorgan US Momentum Factor ETF shares in Q2 2022, an estimated $267K.
  • Stringer Asset Management first reported a position in JPMorgan US Momentum Factor ETF in Q3 2021 and held it in 3 quarters.
  • Stringer Asset Management's JPMorgan US Momentum Factor ETF position peaked at $12.6M in Q4 2021.
  • 39 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2022.

Based on Stringer Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.