Fidelity Investments
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Fidelity Investments’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Fidelity Investments’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 		$324K Buy
4,778
+1,460
+44% +$102K ﹤0.01% 3284
2025
Q4 		$226K Sell
3,318
-900
-21% -$61.3K ﹤0.01% 3381
2025
Q3 		$286K Buy
4,218
+1,154
+38% +$75.6K ﹤0.01% 3230
2025
Q2 		$197K Buy
3,064
+1,268
+71% +$74.6K ﹤0.01% 3315
2025
Q1 		$101K Buy
1,796
+216
+14% +$12.9K ﹤0.01% 3550
2024
Q4 		$92.1K Sell
1,580
-5
-0.3% -$297 ﹤0.01% 3591
2024
Q3 		$90.6K Sell
1,585
-145
-8% -$7.89K ﹤0.01% 3518
2024
Q2 		$92.7K Buy
1,730
+880
+104% +$45.7K ﹤0.01% 3330
2024
Q1 		$44.8K Buy
850
+279
+49% +$13.7K ﹤0.01% 3641
2023
Q4 		$26.1K Buy
571
+103
+22% +$4.39K ﹤0.01% 3813
2023
Q3 		$19.2K Buy
+468
New +$19.9K ﹤0.01% 3828
2022
Q3 		– Sell
-1
Closed – – 5168
2022
Q2 		$0 Buy
+1
New +$40 ﹤0.01% 5229
2019
Q4 		– Sell
-1
Closed – – 4039
2019
Q3 		$0 Buy
+1
New +$29 ﹤0.01% 4017
2019
Q1 		– Sell
-2
Closed – – 3919
2018
Q4 		$0 Buy
+2
New +$51 ﹤0.01% 3846

Other funds holding JMOM

Wealth Enhancement Advisory Services
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
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
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)
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