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VisionPoint Advisory Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

VisionPoint Advisory Group’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
2025
Q1 		– Sell
-4,815
Closed -$281K – 261
2024
Q4 		$281K Buy
+4,815
New +$286K 0.1% 152

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SPA
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JP Morgan Chase
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KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

VisionPoint Advisory Group's JMOM Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2025, closing a stake of 4,815 shares — an estimated $281K sold.

VisionPoint Advisory Group first reported a position in JMOM in Q4 2024 and held it in 1 quarter. The position peaked at $281K in Q4 2024. 107 funds tracked by Wall St. Rank hold JMOM as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 4,815 JPMorgan US Momentum Factor ETF shares in Q1 2025, an estimated $281K.
  • VisionPoint Advisory Group first reported a position in JPMorgan US Momentum Factor ETF in Q4 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's JPMorgan US Momentum Factor ETF position peaked at $281K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.