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JPL Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

JPL Wealth Management’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9K Buy
+62
New +$15.6K ﹤0.01% 449
2025
Q4 		– Sell
-62
Closed -$15.9K – 751
2025
Q3 		$15.9K Buy
+62
New +$15.2K ﹤0.01% 450

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JPL Wealth Management's MTUM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026: 62 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MTUM as recently as Q3 2025.

JPL Wealth Management first reported a position in MTUM in Q3 2025 and has held it in 2 quarters since. The position peaked at $15.9K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • JPL Wealth Management held 62 shares of iShares MSCI USA Momentum Factor ETF worth $14.9K as of Q1 2026.
  • iShares MSCI USA Momentum Factor ETF was a new JPL Wealth Management position in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #449 holding.
  • JPL Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $15.9K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.