MN Wealth Advisors, LLC reported JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.55% in 2025 Q2. The latest visible filing shows JMOM at 0.48% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was MN Wealth Advisors, 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.
JMOM was reported at 0.48% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
These are the practical questions this page is built to answer before you even open the full history table.
MN Wealth Advisors, LLC reported JMOM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.
The largest reported portfolio weight for JMOM was 0.55% in 2025 Q2.
The most recent filing on this page is 2026 Q1, when MN Wealth Advisors, LLC reported 14,444 shares, equal to 0.48% of portfolio, with an estimated market value of $981K.
The chart compares MN Wealth Advisors, 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.
Based on 13F filing dates vs. subsequent JMOM price moves, MN Wealth Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on JMOM relative to SPY over the holding period was +3.2%.