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
Q2 		$373K Sell
4,363
-415
-9% -$32.6K ﹤0.01% 3405
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 – – 5166
2022
Q2 		$0 Buy
+1
New +$40 ﹤0.01% 5226
2019
Q4 		– Sell
-1
Closed – – 4039
2019
Q3 		$0 Buy
+1
New +$29 ﹤0.01% 4017
2019
Q1 		– Sell
-2
Closed – – 3918
2018
Q4 		$0 Buy
+2
New +$51 ﹤0.01% 3846

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Fidelity Investments's JMOM Position: Q2 2026 in Review

Fidelity Investments reduced its JPMorgan US Momentum Factor ETF (JMOM) stake by 8.7% in Q2 2026, selling an estimated $32.6K and leaving 4,363 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #3405.

Fidelity Investments first reported a position in JMOM in Q4 2018 and has held it in 15 quarters since. 158 funds tracked by Wall St. Rank hold JMOM as of Q2 2026.

  • Fidelity Investments held 4,363 shares of JPMorgan US Momentum Factor ETF worth $373K as of Q2 2026.
  • Fidelity Investments sold 415 JPMorgan US Momentum Factor ETF shares in Q2 2026, an estimated $32.6K.
  • JPMorgan US Momentum Factor ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3405 holding.
  • Fidelity Investments first reported a position in JPMorgan US Momentum Factor ETF in Q4 2018 and has held it in 15 quarters since.
  • 158 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.