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Total Clarity Wealth Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Total Clarity Wealth 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
Q3 		– Sell
-600
Closed -$22K – 616
2022
Q2 		$22K Buy
+600
New +$23.7K 0.01% 539

Other funds holding JMOM

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 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
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Total Clarity Wealth Management's JMOM Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2022, closing a stake of 600 shares — an estimated $22K sold.

Total Clarity Wealth Management first reported a position in JMOM in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 40 funds tracked by Wall St. Rank hold JMOM as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 600 JPMorgan US Momentum Factor ETF shares in Q3 2022, an estimated $22K.
  • Total Clarity Wealth Management first reported a position in JPMorgan US Momentum Factor ETF in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's JPMorgan US Momentum Factor ETF position peaked at $22K in Q2 2022.
  • 40 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.