JMOM — J P MORGAN EXCHANGE TRADED F
Reported value held$79.63M
Funds holding (latest)15
Sector—
Funds holding (Q2 2026)7
Institutional value$73.26M · 866.94K sh
New / Add / Cut / Exit2 / 2 / 3 / 2
Top-5 / Top-10 concentration99.7% / 100.0%
Institutional holdings change
Accumulating +741.7%
(+763.94K sh)
Institutional value change
Up +947.2%
As of Q2 2026, 7 SEC-registered investment managers reported holding JMOM (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $73.26M across 866.94K shares. That is +741.7% by share count (+763.94K shares) versus the previous quarter, while reported value moved +947.2%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 770.81K | $65.04M | 0.01% | New |
| Bank of America Corp history | 53.52K | $4.57M | 0.00% | Reduce |
| AQR Capital Management history | 30.30K | $2.59M | 0.00% | Add |
| Morgan Stanley history | 5.15K | $440.48K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.36K | $372.87K | 0.00% | Reduce |
| Wells Fargo & Co history | 2.43K | $207.31K | 0.00% | Add |
| UBS Group AG history | 369 | $31.54K | 0.00% | New |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 56.58K | $3.84M | 0.00% | Add |
| AQR Capital Management history | 26.43K | $1.80M | 0.00% | Add |
| Marshall Wace history | 6.13K | $416.28K | 0.00% | New |
| Morgan Stanley history | 5.77K | $391.76K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.78K | $324.49K | 0.00% | Add |
| Goldman Sachs Group history | 3.03K | $205.87K | 0.00% | New |
| Wells Fargo & Co history | 276 | $18.76K | 0.00% | Reduce |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 577.98K | $39.39M | 0.01% | Add |
| Two Sigma Investments history | 60.40K | $4.12M | 0.01% | New |
| Bank of America Corp history | 52.71K | $3.59M | 0.00% | Add |
| Morgan Stanley history | 24.40K | $1.66M | 0.00% | Add |
| AQR Capital Management history | 19.90K | $1.36M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.32K | $226.12K | 0.00% | Reduce |
| Citadel Advisors history | 3.12K | $212.49K | 0.00% | Reduce |
| BlackRock Inc history | 1.82K | $123.83K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.66K | $113.42K | 0.00% | Add |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 530.62K | $36.03M | 0.01% | Reduce |
| Bank of America Corp history | 47.12K | $3.20M | 0.00% | Add |
| AQR Capital Management history | 9.39K | $637.82K | 0.00% | Add |
| Morgan Stanley history | 7.14K | $485.19K | 0.00% | Add |
| Citadel Advisors history | 4.41K | $299.59K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.22K | $286.41K | 0.00% | Add |
| BlackRock Inc history | 2.55K | $173.02K | 0.00% | Hold |
| Wells Fargo & Co history | 1.63K | $110.83K | 0.00% | Add |
Q2 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 740.66K | $47.62M | 0.01% | Add |
| JPMorgan Chase & Co history | 740.66K | $47.62M | 0.01% | Add |
| Bank of America Corp history | 28.43K | $1.83M | 0.00% | Add |
| Two Sigma Investments history | 12.40K | $797.20K | 0.00% | New |
| Two Sigma Investments history | 12.40K | $797.20K | 0.00% | New |
| AQR Capital Management history | 7.05K | $453.19K | 0.00% | New |
| Morgan Stanley history | 6.17K | $396.55K | 0.00% | Reduce |
| Morgan Stanley history | 6.17K | $396.55K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.06K | $197.01K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.06K | $197.01K | 0.00% | Add |
| BlackRock Inc history | 2.55K | $163.81K | 0.00% | Add |
| BlackRock Inc history | 2.55K | $163.81K | 0.00% | Add |
| Wells Fargo & Co history | 314 | $20.20K | 0.00% | New |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 455.18K | $25.65M | 0.00% | Add |
| JPMorgan Chase & Co history | 455.18K | $25.65M | 0.00% | Add |
| Bank of America Corp history | 22.98K | $1.30M | 0.00% | Add |
| Morgan Stanley history | 7.88K | $443.84K | 0.00% | Reduce |
| Morgan Stanley history | 7.88K | $443.84K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.80K | $101.25K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.80K | $101.25K | 0.00% | Add |
| BlackRock Inc history | 731 | $41.20K | 0.00% | Add |
| BlackRock Inc history | 731 | $41.20K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 770.81K sh · $65.04M
- UBS Group AG 369 sh · $31.54K
Fully Exited (vs previous quarter)
- Marshall Wace sold 6.13K sh · $416.28K
- Goldman Sachs Group sold 3.03K sh · $205.87K
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 770.81K | — | 577.98K | 530.62K | 740.66K | 455.18K | 265.71K | 94.67K | 94.42K | 63.50K | 64.85K | 19.19K | 9.88K | 9.02K | 53.52K | 30.00K | 30.00K | 30.00K | 30.00K | 30.00K |
| Bank of America Corp | 53.52K | 56.58K | 52.71K | 47.12K | 28.43K | 22.98K | 15.41K | 15.81K | 15.01K | 7.55K | 7.98K | 4.54K | 17.13K | 18.04K | 18.16K | 9.81K | 9.31K | 4.97K | 11.46K | 4.84K |
| AQR Capital Management | 30.30K | 26.43K | 19.90K | 9.39K | 7.05K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 5.15K | 5.77K | 24.40K | 7.14K | 6.17K | 7.88K | 8.19K | 5.50K | 4.80K | 760 | 759 | 977 | 610 | 610 | 142 | 550 | 550 | 550 | 589 | 447 |
| Fidelity Management & Research (FMR) | 4.36K | 4.78K | 3.32K | 4.22K | 3.06K | 1.80K | 1.58K | 1.58K | 1.73K | 850 | 571 | 468 | — | — | — | — | 1 | — | — | — |
| Wells Fargo & Co | 2.43K | 276 | 1.66K | 1.63K | 314 | — | 1 | 815 | 1 | — | — | 1 | 1 | — | — | — | — | 1 | — | 1 |
| UBS Group AG | 369 | — | — | — | — | — | 127 | — | — | — | 267 | 1.62K | 1.08K | 1.59K | 212 | — | — | — | — | 1.87K |
| Citadel Advisors | — | — | 3.12K | 4.41K | — | — | — | — | — | — | — | — | — | 6.46K | 9.87K | — | 14.29K | 39.49K | 26.13K | 32.16K |
| BlackRock Inc | — | — | 1.82K | 2.55K | 2.55K | 731 | 578 | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | 3.03K | — | — | — | — | — | — | — | 20.36K | 38.86K | 39.05K | 39.05K | 39.05K | 9.05K | 11.54K | 11.54K | — | — | 20.87K |
| Two Sigma Investments | — | — | 60.40K | — | 12.40K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | 6.13K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.18K | 5.68K | 20.82K | 3.72K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | 70 | — | — | — | — | — | — | — | — | — | — |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 30.27K | 7.40K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details