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Woodmont Investment Counsel’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Woodmont Investment Counsel’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
2024
Q2 		– Sell
-1,686
Closed -$88.8K – 310
2024
Q1 		$88.8K Buy
+1,686
New +$82.9K 0.01% 275

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Woodmont Investment Counsel's JMOM Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q2 2024, closing a stake of 1,686 shares — an estimated $88.8K sold.

Woodmont Investment Counsel first reported a position in JMOM in Q1 2024 and held it in 1 quarter. The position peaked at $88.8K in Q1 2024. 71 funds tracked by Wall St. Rank hold JMOM as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining JPMorgan US Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,686 JPMorgan US Momentum Factor ETF shares in Q2 2024, an estimated $88.8K.
  • Woodmont Investment Counsel first reported a position in JPMorgan US Momentum Factor ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's JPMorgan US Momentum Factor ETF position peaked at $88.8K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.