Nova R Wealth, Inc. JMOM Holdings History

Number of Shares
148,113.00
Current Holdings Value*
$9.52 Mil
% of Portfolio
4.43%
Total Estimate Gain
$3.14 Mil
% of Total Estimate Gain
47.44%

Nova R Wealth, Inc.'s JPMorgan U.S. Momentum Factor ETF Holding Summary

As of 2025-06-30, Nova R Wealth, Inc. held 148,113.00 shares of JPMorgan U.S. Momentum Factor ETF(JMOM), totaling $9.52 Mil. This investment constitutes 4.43% of their stock portfolio, and Nova R Wealth, Inc. now holds 0.61% of the outstanding JPMorgan U.S. Momentum Factor ETF(JMOM) stock.

The initial trade took place in 2023Q2. And since then Nova R Wealth, Inc. has made 5 purchases of JMOM, at an average price of $43.49, for a total of 151,955.00 shares. In addition, there have been 4 sales at an average price of $58.49 for 3,842.00 shares. Based on historical transaction data and JMOM's current price of $64.27, Nova R Wealth, Inc.'s estimated gain on his JMOM holdings is $3.14 Mil, reflecting a 47.44% gain to date.

Nova R Wealth, Inc. JMOM ($64.27) Holding Chart

Nova R Wealth, Inc. 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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