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Citadel Advisors’s
JPMorgan US Momentum Factor ETF
JMOM
Stock Holding History
Citadel Advisors’s Portfolio
JMOM Stock Details
JMOM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-3,118
Closed
-$212K
–
13760
2025
Q4
$212K
Sell
3,118
-1,294
-29%
-$88.1K
﹤0.01%
10920
2025
Q3
$300K
Buy
+4,412
New
+$289K
﹤0.01%
10373
2023
Q2
–
Sell
-6,456
Closed
-$256K
–
14849
2023
Q1
$256K
Sell
6,456
-3,416
-35%
-$133K
﹤0.01%
9706
2022
Q4
$372K
Buy
+9,872
New
+$375K
﹤0.01%
8863
2022
Q3
–
Sell
-14,294
Closed
-$519K
–
13247
2022
Q2
$519K
Sell
14,294
-25,197
-64%
-$996K
﹤0.01%
8561
2022
Q1
$1.74M
Buy
39,491
+13,360
+51%
+$580K
﹤0.01%
6399
2021
Q4
$1.26M
Sell
26,131
-6,026
-19%
-$284K
﹤0.01%
7364
2021
Q3
$1.41M
Buy
+32,157
New
+$1.45M
﹤0.01%
7247
2019
Q2
–
Sell
-24,220
Closed
-$666K
–
9560
2019
Q1
$666K
Buy
24,220
+3,615
+18%
+$95.1K
﹤0.01%
6300
2018
Q4
$494K
Buy
+20,605
New
+$529K
﹤0.01%
6407
Other funds holding JMOM
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
BTI
Blue Trust Inc
Alpharetta, Georgia
$8.74B AUM
14.62%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
SPA
Shore Point Advisors
Brielle, New Jersey
$292M AUM
20.07%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
NRW
Nova R Wealth
Overland Park, Kansas
$313M AUM
13.76%
1-Year Est. Return
MCA
Magnolia Capital Advisors
Jackson, Mississippi
$509M AUM
18.99%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
AWA
ARQ Wealth Advisors
Scottsdale, Arizona
$555M AUM
17.82%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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