Westover Capital Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,738
| Closed | -$323K | – | 234 |
|
|
2025
Q1 | $323K | Sell |
5,738
-131
| -2% | -$7.38K | 0.07% | 183 |
|
|
2024
Q4 | $342K | Sell |
5,869
-5,485
| -48% | -$320K | 0.08% | 177 |
|
|
2024
Q3 | $649K | Buy |
11,354
+5,700
| +101% | +$326K | 0.12% | 120 |
|
|
2024
Q2 | $303K | Buy |
5,654
+118
| +2% | +$6.33K | 0.08% | 171 |
|
|
2024
Q1 | $292K | Buy |
5,536
+318
| +6% | +$16.8K | 0.09% | 144 |
|
|
2023
Q4 | $239K | Buy |
+5,218
| New | +$239K | 0.08% | 157 |
|