Thrivent Financial for Lutherans
JMOM icon

Thrivent Financial for Lutherans’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Thrivent Financial for Lutherans’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
-3,052,131
Closed -$147M – 2476
2022
Q1 		$147M Sell
3,052,131
-63,038
-2% -$2.74M 0.29% 78
2021
Q4 		$136M Sell
3,115,169
-43,239
-1% -$2.04M 0.26% 89
2021
Q3 		$138M Buy
3,158,408
+22
+0% +$989 0.28% 79
2021
Q2 		$138M Buy
3,158,386
+166,159
+6% +$6.88M 0.28% 80
2021
Q1 		$118M Buy
2,992,227
+125,040
+4% +$4.95M 0.26% 86
2020
Q4 		$111M Buy
2,867,187
+187,474
+7% +$6.89M 0.26% 92
2020
Q3 		$93.1M Buy
2,679,713
+1,671,786
+166% +$56M 0.25% 88
2020
Q2 		$25.1M Hold
1,007,927
– – 0.08% 301
2020
Q1 		$25.1M Buy
1,007,927
+461,608
+84% +$13.6M 0.09% 267
2019
Q4 		$16.6M Buy
546,319
+231,322
+73% +$6.8M 0.05% 426
2019
Q3 		$9.1M Buy
314,997
+211,014
+203% +$6.16M 0.03% 533
2019
Q2 		$3M Buy
+103,983
New +$2.92M 0.01% 824

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Thrivent Financial for Lutherans's JMOM Position: Q2 2022 in Review

Thrivent Financial for Lutherans sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2022, closing a stake of 3,052,131 shares — an estimated $147M sold.

Thrivent Financial for Lutherans first reported a position in JMOM in Q2 2019 and held it in 12 quarters. The position peaked at $147M in Q1 2022. 39 funds tracked by Wall St. Rank hold JMOM as of Q2 2022.

  • Thrivent Financial for Lutherans reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 3,052,131 JPMorgan US Momentum Factor ETF shares in Q2 2022, an estimated $147M.
  • Thrivent Financial for Lutherans first reported a position in JPMorgan US Momentum Factor ETF in Q2 2019 and held it in 12 quarters.
  • Thrivent Financial for Lutherans's JPMorgan US Momentum Factor ETF position peaked at $147M in Q1 2022.
  • 39 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2022.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2022, filed 16 Aug 2022.