Wealth Enhancement Advisory Services’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749M | Sell |
11,594,195
-39,265
| -0.3% | -$2.54M | 1.24% | 10 |
|
|
2025
Q1 | $656M | Buy |
11,633,460
+1,529,605
| +15% | +$86.2M | 1.25% | 9 |
|
|
2024
Q4 | $589M | Buy |
10,103,855
+484,636
| +5% | +$28.2M | 1.13% | 11 |
|
|
2024
Q3 | $550M | Buy |
9,619,219
+776,455
| +9% | +$44.4M | 1.18% | 11 |
|
|
2024
Q2 | $474M | Buy |
8,842,764
+746,608
| +9% | +$40M | 1.13% | 12 |
|
|
2024
Q1 | $427M | Buy |
8,096,156
+7,662,280
| +1,766% | +$404M | 1.1% | 13 |
|
|
2023
Q4 | $19.8M | Buy |
433,876
+175,313
| +68% | +$8.01M | 0.06% | 302 |
|
|
2023
Q3 | $10.6M | Buy |
258,563
+98,596
| +62% | +$4.05M | 0.03% | 393 |
|
|
2023
Q2 | $6.78M | Sell |
159,967
-37,501
| -19% | -$1.59M | 0.07% | 106 |
|
|
2023
Q1 | $7.84M | Sell |
197,468
-16,780
| -8% | -$666K | 0.09% | 104 |
|
|
2022
Q4 | $8.35M | Sell |
214,248
-21,750
| -9% | -$847K | 0.11% | 94 |
|
|
2022
Q3 | $8.5M | Buy |
235,998
+131,767
| +126% | +$4.74M | 0.12% | 86 |
|
|
2022
Q2 | $3.9M | Buy |
104,231
+28,738
| +38% | +$1.08M | 0.05% | 152 |
|
|
2022
Q1 | $3.35M | Buy |
75,493
+62,833
| +496% | +$2.79M | 0.05% | 160 |
|
|
2021
Q4 | $551K | Buy |
+12,660
| New | +$551K | 0.01% | 248 |
|