JF
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Jump Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Jump Financial’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
Q2 		$14.3M Buy
+41,734
New +$12.5M 0.11% 190
2025
Q4 		– Sell
-74,132
Closed -$19M – 2168
2025
Q3 		$19M Buy
+74,132
New +$18.2M 0.23% 103
2022
Q1 		– Sell
-2,228
Closed -$405K – 1771
2021
Q4 		$405K Buy
+2,228
New +$411K 0.03% 749

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Jump Financial's MTUM Position: Q2 2026 in Review

Jump Financial opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 41,734 shares worth $14.3M. The stake represents 0.11% of the portfolio and ranks #190 among its holdings. This is a return to the name: Jump Financial previously reported a position in MTUM as recently as Q3 2025.

Jump Financial first reported a position in MTUM in Q4 2021 and has held it in 3 quarters since. The position peaked at $19M in Q3 2025. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Jump Financial held 41,734 shares of iShares MSCI USA Momentum Factor ETF worth $14.3M as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Jump Financial position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.11% of Jump Financial's portfolio in Q2 2026, its #190 holding.
  • Jump Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 3 quarters since.
  • Jump Financial's iShares MSCI USA Momentum Factor ETF position peaked at $19M in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.