JP Morgan Chase
MMTM icon

JP Morgan Chase’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

JP Morgan Chase’s Portfolio MMTM Stock Details MMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.5K Buy
+142
New +$41.6K ﹤0.01% 6301
2025
Q4 		– Sell
-33
Closed -$9.43K – 7640
2025
Q3 		$9.43K Hold
33
– – ﹤0.01% 6654
2025
Q2 		$8.8K Buy
+33
New +$8.14K ﹤0.01% 6335
2023
Q3 		– Sell
-394
Closed -$73.1K – 7625
2023
Q2 		$73.1K Buy
+394
New +$68.9K ﹤0.01% 5607

Other funds holding MMTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase opened a new position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2026: 142 shares worth $38.5K. The stake represents ﹤0.01% of the portfolio and ranks #6301 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in MMTM as recently as Q3 2025.

JP Morgan Chase first reported a position in MMTM in Q2 2023 and has held it in 4 quarters since. The position peaked at $73.1K in Q2 2023. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

  • JP Morgan Chase held 142 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $38.5K as of Q1 2026.
  • State Street SPDR S&P 1500 Momentum Tilt ETF was a new JP Morgan Chase position in Q1 2026.
  • State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6301 holding.
  • JP Morgan Chase first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2023 and has held it in 4 quarters since.
  • JP Morgan Chase's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $73.1K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

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