Newfound Risk Managed US Sectors Fund JMOM Holdings History
Newfound Risk Managed US Sectors Fund's JPMorgan U.S. Momentum Factor ETF Holding Summary
As of 2023-06-30, Newfound Risk Managed US Sectors Fund held 43,377.00 shares of JPMorgan U.S. Momentum Factor ETF(JMOM), totaling $1.84 Mil. This investment constitutes 5.86% of their stock portfolio, and Newfound Risk Managed US Sectors Fund now holds 0.72% of the outstanding JPMorgan U.S. Momentum Factor ETF(JMOM) stock.
The initial trade took place in 2020Q4. And since then Newfound Risk Managed US Sectors Fund has made 3 purchases of JMOM, at an average price of $38.50, for a total of 140,242.00 shares. In addition, there have been 7 sales at an average price of $39.89 for 96,865.00 shares. Based on historical transaction data and JMOM's current price of $64.14, Newfound Risk Managed US Sectors Fund's estimated gain on his JMOM holdings is $1.25 Mil, reflecting a 23.09% gain to date.
Newfound Risk Managed US Sectors Fund JMOM ($64.14) Holding Chart
Newfound Risk Managed US Sectors Fund JMOM ($64.14) 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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