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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,118	Closed	-$212K	–	13615
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	–	14804
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	–	13121
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	–	9518
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 $67.3B AUM 21.9% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

MCA

Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Citadel Advisors's JMOM Position: Q1 2026 in Review

Citadel Advisors sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2026, closing a stake of 3,118 shares — an estimated $212K sold.

Citadel Advisors first reported a position in JMOM in Q4 2018 and held it in 10 quarters. The position peaked at $1.74M in Q1 2022. 142 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

Citadel Advisors reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
Citadel Advisors sold 3,118 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $212K.
Citadel Advisors first reported a position in JPMorgan US Momentum Factor ETF in Q4 2018 and held it in 10 quarters.
Citadel Advisors's JPMorgan US Momentum Factor ETF position peaked at $1.74M in Q1 2022.
142 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.