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

Total Investment 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
2019 Q4	–	Sell	-1,526,966	Closed	-$44.1M	–	59
2019 Q3	$44.1M	Buy	+1,526,966	New	+$44.6M	8.94%	7

Other funds holding JMOM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JWBC

John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Total Investment Management's JMOM Position: Q4 2019 in Review

Total Investment Management sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q4 2019, closing a stake of 1,526,966 shares — an estimated $44.1M sold.

Total Investment Management first reported a position in JMOM in Q3 2019 and held it in 1 quarter. The position peaked at $44.1M in Q3 2019. 9 funds tracked by Wall St. Rank hold JMOM as of Q4 2019.

Total Investment Management reported no remaining JPMorgan US Momentum Factor ETF position as of Q4 2019 after selling out during the quarter.
Total Investment Management sold 1,526,966 JPMorgan US Momentum Factor ETF shares in Q4 2019, an estimated $44.1M.
Total Investment Management first reported a position in JPMorgan US Momentum Factor ETF in Q3 2019 and held it in 1 quarter.
Total Investment Management's JPMorgan US Momentum Factor ETF position peaked at $44.1M in Q3 2019.
9 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q4 2019.

Based on Total Investment Management's 13F filing for Q4 2019, filed 11 Feb 2020.