JMOM β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Nova R Wealth, Inc.  Β·  11 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported J P MORGAN EXCHANGE TRADED F (JMOM) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.43% in 2025 Q2. The latest visible filing shows JMOM at 3.84% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JMOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nova R Wealth, Inc.'s position in J P MORGAN EXCHANGE TRADED F, 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
2025 Q4

JMOM was reported at 3.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.43% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Nova R Wealth, Inc. held JMOM β€” position size vs. price
% of Fund (quarterly)    JMOM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 154,673 +4,205 +2.8% 3.84% $10.5M 2026-02-14 (Est.) $70.35
2025 Q3 ADDED 150,468 +2,355 +1.6% 4.33% $10.2M 2025-10-23 $67.81
2025 Q2 ADDED 148,113 +7,044 +5.0% 4.43% $9.5M 2025-07-17 $64.00
2025 Q1 REDUCED 141,069 -610 -0.4% 3.94% $8.0M 2025-04-23 $54.50
2024 Q4 REDUCED 141,679 -2,613 -1.8% 4.16% $8.3M 2025-01-30 $61.10
2024 Q3 REDUCED 144,292 -464 -0.3% 4.06% $8.2M 2024-10-15 $57.36
2024 Q2 REDUCED 144,756 -155 -0.1% 4.00% $7.8M 2024-07-18 $53.02
2024 Q1 ADDED 144,911 +9,887 +7.3% 3.99% $7.6M 2024-04-12 $50.33
2023 Q4 ADDED 135,024 +9,926 +7.9% 3.89% $6.2M 2024-01-19 $45.89
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Nova R Wealth, Inc. and JMOM

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

How long has Nova R Wealth, Inc. reported owning JMOM?

Nova R Wealth, Inc. reported JMOM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JMOM position in Nova R Wealth, Inc.'s portfolio?

The largest reported portfolio weight for JMOM was 4.43% in 2025 Q2.

What is the latest reported JMOM position on this page?

The most recent filing on this page is 2025 Q4, when Nova R Wealth, Inc. reported 154,673 shares, equal to 3.84% of portfolio, with an estimated market value of $10.5M.

What does the chart on this JMOM ownership page compare?

The chart compares Nova R Wealth, Inc.'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.

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