3Chopt Investment Partners, LLC JMOM — JPMorgan U.S. Momentum Factor ETF

Ownership history in 3Chopt Investment Partners, LLC  ·  6 quarters on record

AI Ownership Summary

3Chopt Investment Partners, LLC reported JPMorgan U.S. Momentum Factor ETF (JMOM) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.75% in 2026 Q1. The latest visible filing shows JMOM at 0.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JMOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 3Chopt Investment Partners, LLC's position in JPMorgan U.S. Momentum Factor ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JMOM was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JMOM stock page 3Chopt Investment Partners, LLC fund profile 3Chopt Investment Partners, LLC full holdings
How 3Chopt Investment Partners, LLC held JMOM — position size vs. price
% of Fund (quarterly)    JMOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 48,059 — 0% 0.75% $3.3M 2026-04-23 $75.15
2025 Q4 UNCHANGED — — — 48,059 — 0% 0.73% $3.3M 2026-02-10 $70.74
2025 Q3 UNCHANGED — — — 48,059 — 0% 0.74% $3.3M 2025-10-20 $67.74
2025 Q2 ADDED — — — 48,059 +22,065 +84.9% 0.74% $3.1M 2025-07-24 $64.27
2025 Q1 ADDED — — — 25,994 +15,846 +156.1% 0.38% $1.5M 2025-04-24 $55.78
2024 Q2 INITIATED — — — 10,148 — — 0.17% $544K 2024-08-22 $54.15

🏢 Other funds also holding JMOM

As of 2026 Q1 — sorted by position size

Shore Point Advisors, LLC 3Y 13.65% Nova R Wealth, Inc. 3Y 5.27% Cassia Capital Partners, LLC 3Y 4.94% Blue Trust, Inc. 3Y 3.71% MAGNOLIA CAPITAL ADVISORS LLC 3Y 3.19% West Wealth Group, LLC 3Y 2.42% ARQ WEALTH ADVISORS, LLC 3Y 2.31% 5T Wealth, LLC 2.05% Delos Wealth Advisors, LLC 3Y 1.9% Hershey Financial Advisers, LLC 1.87%

FAQ About 3Chopt Investment Partners, LLC and JMOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has 3Chopt Investment Partners, LLC reported owning JMOM?

3Chopt Investment Partners, LLC reported JMOM across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported JMOM position in 3Chopt Investment Partners, LLC's portfolio?

The largest reported portfolio weight for JMOM was 0.75% in 2026 Q1.

What is the latest reported JMOM position on this page?

The most recent filing on this page is 2026 Q1, when 3Chopt Investment Partners, LLC reported 48,059 shares, equal to 0.75% of portfolio, with an estimated market value of $3.3M.

What does the chart on this JMOM ownership page compare?

The chart compares 3Chopt Investment Partners, LLC's quarterly JMOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 3Chopt Investment Partners, LLC time their JMOM position?

Based on 13F filing dates vs. subsequent JMOM price moves, 3Chopt Investment Partners, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on JMOM relative to SPY over the holding period was +2.8%.

← Back to 3Chopt Investment Partners, LLC Holdings