Vident Investment Advisory’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Vident Investment Advisory’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 Q3	–	Sell	-116,495	Closed	-$4.94M	–	537
2023 Q2	$4.94M	Buy	116,495 +4,227	+4%	+$169K	0.17%	154
2023 Q1	$4.45M	Buy	112,268 +54,459	+94%	+$2.12M	0.14%	167
2022 Q4	$2.18M	Buy	57,809 +34,720	+150%	+$1.32M	0.08%	276
2022 Q3	$0	Buy	23,089 +6,798	+42%	+$263K	﹤0.01%	1216
2022 Q2	$592K	Buy	+16,291	New	+$644K	0.02%	812
2022 Q1	–	Sell	-5,851	Closed	-$282K	–	1308
2021 Q4	$282K	Buy	+5,851	New	+$276K	0.01%	1058

Other funds holding JMOM

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

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

SEIA

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

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

Vident Investment Advisory's JMOM Position: Q3 2023 in Review

Vident Investment Advisory sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2023, closing a stake of 116,495 shares — an estimated $4.94M sold.

Vident Investment Advisory first reported a position in JMOM in Q4 2021 and held it in 6 quarters. The position peaked at $4.94M in Q2 2023. 52 funds tracked by Wall St. Rank hold JMOM as of Q3 2023.

Vident Investment Advisory reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 116,495 JPMorgan US Momentum Factor ETF shares in Q3 2023, an estimated $4.94M.
Vident Investment Advisory first reported a position in JPMorgan US Momentum Factor ETF in Q4 2021 and held it in 6 quarters.
Vident Investment Advisory's JPMorgan US Momentum Factor ETF position peaked at $4.94M in Q2 2023.
52 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.