U.S. Capital Wealth Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

U.S. Capital Wealth Advisors’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	-139	Closed	-$5.24K	–	1097
2022 Q4	$5.24K	Buy	+139	New	+$5.27K	﹤0.01%	1376

Other funds holding JMOM

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

U.S. Capital Wealth Advisors's JMOM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2023, closing a stake of 139 shares — an estimated $5.24K sold.

U.S. Capital Wealth Advisors first reported a position in JMOM in Q4 2022 and held it in 1 quarter. The position peaked at $5.24K in Q4 2022. 45 funds tracked by Wall St. Rank hold JMOM as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 139 JPMorgan US Momentum Factor ETF shares in Q1 2023, an estimated $5.24K.
U.S. Capital Wealth Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's JPMorgan US Momentum Factor ETF position peaked at $5.24K in Q4 2022.
45 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.