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Stock index based on fund manager consensus updated each quarter
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JCFM
JBR Co Financial Management’s
iShares MSCI USA Momentum Factor ETF
MTUM
Stock Holding History
JBR Co Financial Management’s Portfolio
MTUM Stock Details
MTUM Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$344K
Hold
2025
Q4
$344K
Hold
2025
Q3
$353K
Hold
2025
Q2
$330K
Sell
2025
Q1
$294K
Hold
2024
Q4
$301K
Hold
2024
Q3
$295K
Hold
2024
Q2
$284K
Buy
2024
Q1
$217K
Buy
Sign up
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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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