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See exactly how JMOM's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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The JPMorgan U.S. Momentum Factor ETF is designed to allocate a minimum of 80% of its total assets to the constituents of its underlying benchmark index. For this purpose, "assets" refers to the fund's net assets combined with any funds borrowed for investment purposes. This particular index consists of U.S. equity securities that have been specifically selected to exhibit positive momentum factor characteristics.
Corient Private Wealth LP decreased its stake in JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM) by 6.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 109,331 shares of the company's stock after selling 7,750 shares during the quarter.
Sam Huszczo, founder & CIO of SGH Wealth Management, joins Scarlet Fu, Katie Greifeld, and Eric Balchunas on "Bloomberg ETF IQ." They discuss retail investing, JPMorgan US Momentum Factor ETF (ticker: JMOM), leveraged ETFs, and the SpaceX IPO.
War de-escalation hopes lift risk sentiment. High-beta & momentum ETFs like SPHB, SPMO, JMOM may rebound but still-high VIX and oil prices keep risks alive.
JPMorgan U.S. Momentum Factor ETF (JMOM) offers a diversified portfolio of 265 large and mid-cap U.S. stocks with a focus on risk-adjusted return. JMOM closely tracks the Russell 1000 in sector allocation and historical returns, with slightly higher growth rates and marginally higher valuation. Compared to other momentum ETFs, JMOM stands out for its low expense ratio and above-average performance, but lags SPMO.
JMOM provides diversified, sector-balanced momentum exposure, avoiding heavy concentration in mega caps and individual stocks, which helps control volatility. The fund trades at a slight premium to the market but is cheaper than most momentum ETF peers, with competitive risk-adjusted returns and low expenses. Performance has closely tracked the Russell 1000, offering consistent returns and moderate volatility, making it a stable choice among momentum ETFs.