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World Investment Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

World Investment Advisors’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
-7,706
Closed -$449K – 1088
2024
Q4 		$449K Buy
7,706
+685
+10% +$40.6K 0.01% 692
2024
Q3 		$401K Buy
+7,021
New +$382K 0.01% 646

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

World Investment Advisors's JMOM Position: Q1 2025 in Review

World Investment Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2025, closing a stake of 7,706 shares — an estimated $449K sold.

World Investment Advisors first reported a position in JMOM in Q3 2024 and held it in 2 quarters. The position peaked at $449K in Q4 2024. 107 funds tracked by Wall St. Rank hold JMOM as of Q1 2025.

  • World Investment Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • World Investment Advisors sold 7,706 JPMorgan US Momentum Factor ETF shares in Q1 2025, an estimated $449K.
  • World Investment Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q3 2024 and held it in 2 quarters.
  • World Investment Advisors's JPMorgan US Momentum Factor ETF position peaked at $449K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.