Rockefeller Capital Management’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Rockefeller Capital Management’s Portfolio JMOM Stock Details JMOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-133	Closed	-$9.09K	–	4797
2025 Q4	$9.09K	Buy	+133	New	+$9.06K	﹤0.01%	3845
2023 Q1	–	Sell	-95	Closed	-$3K	–	2971
2022 Q4	$3K	Hold	95	–	–	﹤0.01%	3473
2022 Q3	$3K	Hold	95	–	–	﹤0.01%	3494
2022 Q2	$3K	Sell	95 -36	-27%	-$1.42K	﹤0.01%	3659
2022 Q1	$5K	Sell	131 -6,282	-98%	-$273K	﹤0.01%	3337
2021 Q4	$309K	Buy	6,413 +3	+0%	+$142	﹤0.01%	1491
2021 Q3	$281K	Sell	6,410 -3,835	-37%	-$172K	﹤0.01%	1473
2021 Q2	$446K	Buy	+10,245	New	+$424K	﹤0.01%	1238

Other funds holding JMOM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

MCA

Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Rockefeller Capital Management's JMOM Position: Q1 2026 in Review

Rockefeller Capital Management sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q1 2026, closing a stake of 133 shares — an estimated $9.09K sold.

Rockefeller Capital Management first reported a position in JMOM in Q2 2021 and held it in 8 quarters. The position peaked at $446K in Q2 2021. 141 funds tracked by Wall St. Rank hold JMOM as of Q1 2026.

Rockefeller Capital Management reported no remaining JPMorgan US Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
Rockefeller Capital Management sold 133 JPMorgan US Momentum Factor ETF shares in Q1 2026, an estimated $9.09K.
Rockefeller Capital Management first reported a position in JPMorgan US Momentum Factor ETF in Q2 2021 and held it in 8 quarters.
Rockefeller Capital Management's JPMorgan US Momentum Factor ETF position peaked at $446K in Q2 2021.
141 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.