Shore Point Advisors, LLC JMOM Holdings History
Shore Point Advisors, LLC's JPMorgan U.S. Momentum Factor ETF Holding Summary
As of 2025-06-30, Shore Point Advisors, LLC held 498,087.00 shares of JPMorgan U.S. Momentum Factor ETF(JMOM), totaling $32.02 Mil. This investment constitutes 15.4% of their stock portfolio, and Shore Point Advisors, LLC now holds 1.86% of the outstanding JPMorgan U.S. Momentum Factor ETF(JMOM) stock.
The initial trade took place in 2022Q2. And since then Shore Point Advisors, LLC has made 9 purchases of JMOM, at an average price of $41.23, for a total of 505,817.00 shares. In addition, there have been 4 sales at an average price of $57.04 for 7,730.00 shares. Based on historical transaction data and JMOM's current price of $64.27, Shore Point Advisors, LLC's estimated gain on his JMOM holdings is $11.60 Mil, reflecting a 55.60% gain to date.
Shore Point Advisors, LLC JMOM ($64.27) Holding Chart
Shore Point 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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