Number of Shares
431,803.00
Current Holdings Value*
$27.76 Mil
% of Portfolio
4.39%
Total Estimate Gain
$5.41 Mil
% of Total Estimate Gain
24.00%

Klaas Financial Asset Advisors, LLC's JPMorgan U.S. Momentum Factor ETF Holding Summary

As of 2025-06-30, Klaas Financial Asset Advisors, LLC held 431,803.00 shares of JPMorgan U.S. Momentum Factor ETF(JMOM), totaling $27.76 Mil. This investment constitutes 4.39% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 1.61% of the outstanding JPMorgan U.S. Momentum Factor ETF(JMOM) stock.

The initial trade took place in 2024Q2. And since then Klaas Financial Asset Advisors, LLC has made 5 purchases of JMOM, at an average price of $52.19, for a total of 431,803.00 shares. Based on historical transaction data and JMOM's current price of $64.71, Klaas Financial Asset Advisors, LLC's estimated gain on his JMOM holdings is $5.41 Mil, reflecting a 24.00% gain to date.

Klaas Financial Asset Advisors, LLC JMOM ($64.71) Holding Chart

Klaas Financial Asset Advisors, LLC JMOM ($64.71) 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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