5T Wealth, LLC JMOM Holdings History
5T Wealth, LLC's JPMorgan U.S. Momentum Factor ETF Holding Summary
As of 2025-03-31, 5T Wealth, LLC held 27,203.00 shares of JPMorgan U.S. Momentum Factor ETF(JMOM), totaling $1.53 Mil. This investment constitutes 0.82% of their stock portfolio, and 5T Wealth, LLC now holds 0.12% of the outstanding JPMorgan U.S. Momentum Factor ETF(JMOM) stock.
The initial trade took place in 2024Q4. And since then 5T Wealth, LLC has made 1 purchases of JMOM, at an average price of $59.46, for a total of 27,203.00 shares. Based on historical transaction data and JMOM's current price of $64.53, 5T Wealth, LLC's estimated gain on his JMOM holdings is $138,018.26, reflecting a 8.53% gain to date.
5T Wealth, LLC JMOM ($64.53) Holding Chart
5T Wealth, LLC JMOM ($64.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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