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
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 $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

JP Morgan Chase's FDMO Position: Q1 2026 in Review

JP Morgan Chase increased its Fidelity Momentum Factor ETF (FDMO) stake by 228% in Q1 2026, buying an estimated $5.21M and bringing the position to 89,011 shares worth $6.86M. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

JP Morgan Chase first reported a position in FDMO in Q4 2018 and has held it in 13 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • JP Morgan Chase held 89,011 shares of Fidelity Momentum Factor ETF worth $6.86M as of Q1 2026.
  • JP Morgan Chase bought 61,898 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $5.21M.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3027 holding.
  • JP Morgan Chase first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and has held it in 13 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.