JMOM Holdings
JPMorgan U.S. Momentum Factor ETF
1W: +1.1%
1M: +4.0%
3M: +1.2%
YTD: +23.7%
1Y: +25.2%
3Y: +111.6%
5Y: +93.9%
$85.04
+0.95 (+1.13%)
Weekly Expected Move ±1.9%
$82
$83
$85
$87
$88
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
ETF-Level Metrics
AUM$2.7B
Holdings282
Top 10 Wt19.4%
Beta1.07
% Profitable84%
Coverage99%
Portfolio Valuation
P/E30.9
P/B10.9
P/S7.6
EV/EBITDA22.4
P/FCF47.1
PEG1.14
Profitability & Returns
Gross Margin47.7%
Net Margin24.2%
ROE40.0%
ROA13.0%
ROIC29.3%
Div Yield0.99%
Leverage & Liquidity
Debt/Equity0.68
Debt/Assets0.23
Net Debt/EBITDA0.1x
Interest Cov10.5x
Current Ratio1.09
Quick Ratio1.00
Growth (YoY)
Revenue+27.4%
Net Income+53.9%
EPS+53.6%
FCF+49.8%
EBITDA+47.1%
Rev CAGR 3Y+20.5%
Quality Scores
Piotroski F6.7
Altman Z12.15
IS Quality71.0
IS Overall63.0
IS Value44.5
Median P/E22.9
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 87 | 45.1% | 165.6 |
| Industrials | 35 | 10.8% | 30.6 |
| Healthcare | 23 | 9.7% | -5.9 |
| Financial Services | 33 | 9.2% | 13.0 |
| Consumer Cyclical | 29 | 6.3% | 18.9 |
| Consumer Defensive | 14 | 5.0% | 23.9 |
| Communication Services | 14 | 4.0% | 74.9 |
| Energy | 13 | 3.5% | 19.5 |
| Real Estate | 13 | 2.3% | 28.8 |
| Utilities | 13 | 2.0% | 17.2 |
| Basic Materials | 8 | 1.3% | 23.0 |
| Other | 11 | 0.8% | — |
Smart Money Overlap
20 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | 1.95% | 4 | Bullish | 1 | 14 | -0.1% |
| INTC | Intel Corp. | 1.63% | 4 | Bullish | 1 | 6 | +22.1% |
| ETN | Eaton Corporation plc | 0.63% | 4 | Bullish | 4 | 5 | +4.8% |
| WELL | Welltower Inc. | 0.61% | 4 | Bullish | 4 | 2 | -5.7% |
| SCHW | The Charles Schwab Corporation | 0.54% | 4 | Bullish | 1 | 4 | +10.4% |
| UBER | Uber Technologies, Inc. | 0.43% | 4 | Bullish | 3 | 9 | -6.2% |
| SPG | Simon Property Group, Inc. | 0.32% | 4 | Bullish | 39 | 4 | +0.1% |
| HOOD | Robinhood Markets, Inc. | 0.29% | 4 | Bullish | 4 | 3 | +36.7% |
| IBKR | Interactive Brokers Group, Inc. | 0.28% | 4 | Bullish | 5 | 1 | -2.3% |
| Q | Qnity Electronics, Inc. | 0.27% | 4 | Bullish | 1 | 2 | -4.9% |
| F | Ford Motor Company | 0.27% | 4 | Bullish | 1 | 2 | -12.6% |
| VTR | Ventas, Inc. | 0.27% | 4 | Bullish | 1 | 1 | +6.3% |
| NDAQ | Nasdaq, Inc. | 0.26% | 4 | Bullish | 1 | 5 | +4.5% |
| COR | Cencora, Inc. | 0.26% | 4 | Bullish | 3 | 3 | +13.9% |
| CVNA | Carvana Co. | 0.26% | 4 | Bullish | 2 | 5 | +2.3% |
| BRK-B | Berkshire Hathaway Inc. | 0.25% | 4 | Bullish | 3 | 3 | -1.4% |
| CASY | Casey's General Stores, Inc. | 0.19% | 4 | Bullish | 1 | 2 | -20.7% |
| L | Loews Corporation | 0.10% | 4 | Bullish | 2 | 1 | +1.1% |
| P | Everpure, Inc. | 0.36% | 3 | Bullish | 0 | 2 | +89.5% |
| OKTA | Okta, Inc. | 0.33% | 3 | Bullish | 2 | 0 | +193.6% |
Showing 50 of 293 holdings
· Page 1 of 6
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES | AMD | 2.54% | $69.8M | 114,079 | 160.9 | $1.0T | Technology |
| 2 | MICRON TECHNOLOGY INC | MU | 2.08% | $57.1M | 53,589 | 14.3 | $1.2T | Technology |
| 3 | APPLE INC COMMON STOCK | AAPL | 2.06% | $56.7M | 170,267 | 38.1 | $4.9T | Technology |
| 4 | MICROSOFT CORP COMMON | MSFT | 2.04% | $55.9M | 109,024 | 28.8 | $3.8T | Technology |
| 5 | ALPHABET INC-CL A - | GOOGL | 2.02% | $55.4M | 160,963 | 16.9 | $4.2T | Communication Services |
| 6 | NVIDIA CORP COMMON STOCK | NVDA | 1.97% | $54.0M | 236,501 | 29.4 | $5.7T | Technology |
| 7 | BROADCOM INC COMMON | AVGO | 1.95% | $53.5M | 152,225 | 44.1 | $1.7T | Technology |
| 8 | JOHNSON & COMMON | JNJ | 1.80% | $49.4M | 186,462 | 29.6 | $617.0B | Healthcare |
| 9 | INTEL CORP COMMON STOCK | INTC | 1.63% | $44.8M | 372,894 | -56.6 | $601.9B | Technology |
| 10 | PALANTIR TECHNOLOGIES | PLTR | 1.26% | $34.6M | 184,847 | 149.8 | $433.4B | Technology |
| 11 | LAM RESEARCH CORP COMMON | LRCX | 1.25% | $34.2M | 104,152 | 60.0 | $434.6B | Technology |
| 12 | APPLIED MATERIALS INC | AMAT | 1.24% | $34.2M | 66,813 | 46.3 | $428.8B | Technology |
| 13 | COSTCO WHOLESALE CORP | COST | 1.14% | $31.2M | 34,294 | 33.3 | $408.3B | Consumer Defensive |
| 14 | WALMART INC COMMON STOCK | WMT | 1.13% | $31.1M | 299,023 | 37.6 | $829.7B | Consumer Defensive |
| 15 | ABBVIE INC COMMON STOCK | ABBV | 1.10% | $30.1M | 115,052 | 74.0 | $464.3B | Healthcare |
| 16 | CATERPILLAR INC COMMON | CAT | 1.06% | $29.2M | 36,030 | 36.2 | $389.4B | Industrials |
| 17 | PALO ALTO NETWORKS INC | PANW | 1.04% | $28.7M | 72,121 | 876.6 | $328.6B | Technology |
| 18 | MERCK & CO INC COMMON | MRK | 0.98% | $26.9M | 185,453 | 114.5 | $356.4B | Healthcare |
| 19 | GENERAL ELECTRIC CO | GE | 0.93% | $25.5M | 81,687 | 36.3 | $321.2B | Industrials |
| 20 | CROWDSTRIKE HOLDINGS INC | CRWD | 0.92% | $25.1M | 94,991 | 7671.6 | $275.0B | Technology |
| 21 | PHILIP MORRIS | PM | 0.91% | $25.1M | 131,353 | 26.9 | $292.2B | Consumer Defensive |
| 22 | ELI LILLY AND COMPANY | LLY | 0.90% | $24.8M | 21,403 | 38.2 | $1.1T | Healthcare |
| 23 | TEXAS INSTRUMENTS INC | TXN | 0.86% | $23.5M | 83,976 | 44.4 | $268.3B | Technology |
| 24 | KLA CORP COMMON STOCK | KLAC | 0.85% | $23.4M | 119,828 | 56.2 | $270.3B | Technology |
| 25 | SANDISK CORP COMMON | SNDK | 0.84% | $23.0M | 13,195 | 22.1 | $254.7B | Technology |
| 26 | GOLDMAN SACHS GROUP | GS | 0.83% | $22.7M | 25,192 | 13.8 | $266.3B | Financial Services |
| 27 | GE VERNOVA INC COMMON | GEV | 0.82% | $22.6M | 23,758 | 28.0 | $263.3B | Industrials |
| 28 | MARVELL TECHNOLOGY INC | MRVL | 0.81% | $22.4M | 84,704 | 89.3 | $238.5B | Technology |
| 29 | RTX CORP | RTX | 0.75% | $20.5M | 110,451 | 32.1 | $248.9B | Industrials |
| 30 | CITIGROUP INC COMMON | C | 0.73% | $20.1M | 155,448 | 13.6 | $220.4B | Financial Services |
| 31 | AMPHENOL CORP COMMON | APH | 0.72% | $19.9M | 235,484 | 41.4 | $214.4B | Technology |
| 32 | ANALOG DEVICES INC | ADI | 0.70% | $19.4M | 48,803 | 49.3 | $203.2B | Technology |
| 33 | MORGAN STANLEY DEAN | MS | 0.70% | $19.3M | 102,541 | 15.3 | $300.2B | Financial Services |
| 34 | QUALCOMM INC COMMON | QCOM | 0.70% | $19.1M | 103,775 | 21.1 | $194.1B | Technology |
| 35 | GILEAD SCIENCES INC | GILD | 0.66% | $18.0M | 121,083 | -55.7 | $179.5B | Healthcare |
| 36 | EATON CORP PLC COMMON | ETN | 0.63% | $17.2M | 39,972 | 44.2 | $169.3B | Industrials |
| 37 | WELLTOWER INC | WELL | 0.61% | $16.8M | 73,000 | 118.1 | $164.2B | Real Estate |
| 38 | DELL TECHNOLOGIES INC | DELL | 0.61% | $16.8M | 31,210 | 32.2 | $373.6B | Technology |
| 39 | INTERNATIONAL BUSINESS | IBM | 0.61% | $16.6M | 75,632 | 19.4 | $209.8B | Technology |
| 40 | EXXONMOBIL HOLDINGS CORP | XOM | 0.59% | $16.2M | 99,746 | 21.1 | $679.7B | Energy |
| 41 | WESTERN DIGITAL CORP | WDC | 0.59% | $16.1M | 35,423 | 15.3 | $143.1B | Technology |
| 42 | AMAZON.COM INC COMMON | AMZN | 0.57% | $15.5M | 62,314 | 20.0 | $2.7T | Consumer Cyclical |
| 43 | CHARLES SCHWAB CORP/THE | SCHW | 0.54% | $14.8M | 151,448 | 17.5 | $168.2B | Financial Services |
| 44 | CISCO SYSTEMS INC COMMON | CSCO | 0.54% | $14.8M | 137,108 | 33.4 | $442.2B | Technology |
| 45 | AMERICAN EXPRESS CO | AXP | 0.53% | $14.5M | 47,595 | 18.4 | $204.5B | Financial Services |
| 46 | CLOUDFLARE INC COMMON | NET | 0.53% | $14.5M | 41,640 | -598.5 | $123.9B | Technology |
| 47 | FORTINET INC COMMON | FTNT | 0.50% | $13.7M | 76,782 | 63.3 | $132.8B | Technology |
| 48 | CORNING INC COMMON STOCK | GLW | 0.50% | $13.8M | 89,994 | 74.3 | $141.4B | Technology |
| 49 | MARATHON PETROLEUM CORP | MPC | 0.49% | $13.6M | 34,358 | 14.5 | $123.3B | Energy |
| 50 | SNOWFLAKE INC COMMON | SNOW | 0.49% | $13.4M | 39,323 | -107.2 | $118.2B | Technology |