JP Morgan Chase
XMMO icon

JP Morgan Chase’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

JP Morgan Chase’s Portfolio XMMO Stock Details XMMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.66M Buy
19,134
+11,498
+151% +$1.66M ﹤0.01% 3889
2025
Q4 		$1.06M Buy
7,636
+1,089
+17% +$149K ﹤0.01% 4569
2025
Q3 		$885K Buy
6,547
+971
+17% +$128K ﹤0.01% 4677
2025
Q2 		$717K Sell
5,576
-5,488
-50% -$656K ﹤0.01% 4580
2025
Q1 		$1.26M Buy
11,064
+1,720
+18% +$212K ﹤0.01% 4191
2024
Q4 		$1.15M Sell
9,344
-50,336
-84% -$6.39M ﹤0.01% 4536
2024
Q3 		$7.18M Buy
59,680
+58,326
+4,308% +$6.76M ﹤0.01% 2913
2024
Q2 		$154K Sell
1,354
-2,654
-66% -$300K ﹤0.01% 5288
2024
Q1 		$460K Sell
4,008
-5,028
-56% -$510K ﹤0.01% 4854
2023
Q4 		$812K Buy
+9,036
New +$743K ﹤0.01% 4482
2022
Q2 		– Sell
-460,040
Closed -$39.7M – 6954
2022
Q1 		$39.7M Buy
+460,040
New +$39.2M 0.01% 1296

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return