JP Morgan Chase
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JP Morgan Chase’s Fidelity Momentum Factor ETF FDMO Stock Holding History

JP Morgan Chase’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.16M Sell
83,654
-5,357
-6% -$492K ﹤0.01% 2999
2026
Q1 		$6.86M Buy
89,011
+61,898
+228% +$5.21M ﹤0.01% 3027
2025
Q4 		$2.28M Sell
27,113
-6,218
-19% -$519K ﹤0.01% 3978
2025
Q3 		$2.77M Buy
33,331
+3,509
+12% +$277K ﹤0.01% 3829
2025
Q2 		$2.26M Buy
29,822
+13,035
+78% +$897K ﹤0.01% 3819
2025
Q1 		$1.09M Buy
16,787
+2,278
+16% +$159K ﹤0.01% 4275
2024
Q4 		$1.01M Buy
14,509
+2,844
+24% +$198K ﹤0.01% 4627
2024
Q3 		$772K Buy
11,665
+725
+7% +$46.1K ﹤0.01% 4628
2024
Q2 		$697K Sell
10,940
-651
-6% -$39.5K ﹤0.01% 4496
2024
Q1 		$700K Sell
11,591
-597
-5% -$33.8K ﹤0.01% 4585
2023
Q4 		$645K Buy
12,188
+2,750
+29% +$135K ﹤0.01% 4630
2023
Q3 		$441K Buy
9,438
+572
+6% +$27.7K ﹤0.01% 4555
2023
Q2 		$429K Buy
+8,866
New +$407K ﹤0.01% 4583
2019
Q1 		– Sell
-227
Closed -$7K – 5851
2018
Q4 		$7K Buy
+227
New +$7.27K ﹤0.01% 5490

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

JP Morgan Chase's FDMO Position: Q2 2026 in Review

JP Morgan Chase reduced its Fidelity Momentum Factor ETF (FDMO) stake by 6% in Q2 2026, selling an estimated $492K and leaving 83,654 shares worth $8.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

JP Morgan Chase first reported a position in FDMO in Q4 2018 and has held it in 14 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • JP Morgan Chase held 83,654 shares of Fidelity Momentum Factor ETF worth $8.16M as of Q2 2026.
  • JP Morgan Chase sold 5,357 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $492K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2999 holding.
  • JP Morgan Chase first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and has held it in 14 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.