Klaas Financial Asset Advisors, LLC JMOM Holdings History
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 $64.27, Klaas Financial Asset Advisors, LLC's estimated gain on his JMOM holdings is $5.22 Mil, reflecting a 23.16% gain to date.
Klaas Financial Asset Advisors, LLC JMOM ($64.27) Holding Chart
Klaas Financial Asset Advisors, LLC JMOM ($64.27) 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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