MAGNOLIA CAPITAL ADVISORS LLC JMOM Holdings History
MAGNOLIA CAPITAL ADVISORS LLC's JPMorgan U.S. Momentum Factor ETF Holding Summary
As of 2025-03-31, MAGNOLIA CAPITAL ADVISORS LLC held 142,161.00 shares of JPMorgan U.S. Momentum Factor ETF(JMOM), totaling $8.01 Mil. This investment constitutes 2.18% of their stock portfolio, and MAGNOLIA CAPITAL ADVISORS LLC now holds 0.6% of the outstanding JPMorgan U.S. Momentum Factor ETF(JMOM) stock.
The initial trade took place in 2023Q4. And since then MAGNOLIA CAPITAL ADVISORS LLC has made 4 purchases of JMOM, at an average price of $52.85, for a total of 233,541.00 shares. In addition, there have been 1 sales at an average price of $51.97 for 91,380.00 shares. Based on historical transaction data and JMOM's current price of $64.71, MAGNOLIA CAPITAL ADVISORS LLC's estimated gain on his JMOM holdings is $1.61 Mil, reflecting a 13.01% gain to date.
MAGNOLIA CAPITAL ADVISORS LLC JMOM ($64.71) Holding Chart
MAGNOLIA CAPITAL 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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