JMOM β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Retireful, LLC  Β·  2 quarters on record

AI Ownership Summary

Retireful, LLC reported J P MORGAN EXCHANGE TRADED F (JMOM) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.32% in 2025 Q2. The latest visible filing shows JMOM at 0.28% 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 Retireful, LLC'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 Q3

JMOM was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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
2025 Q2 to 2025 Q3

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 Retireful, LLC held JMOM β€” position size vs. price
% of Fund (quarterly)    JMOM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,261 -2,967 -41.0% 0.28% $289K 2025-10-17 $67.09
2025 Q2 INITIATED 7,228 β€” β€” 0.32% $465K 2025-07-15 $63.36

FAQ About Retireful, 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 Retireful, LLC reported owning JMOM?

Retireful, LLC reported JMOM across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported JMOM position in Retireful, LLC's portfolio?

The largest reported portfolio weight for JMOM was 0.32% in 2025 Q2.

What is the latest reported JMOM position on this page?

The most recent filing on this page is 2025 Q3, when Retireful, LLC reported 4,261 shares, equal to 0.28% of portfolio, with an estimated market value of $289K.

What does the chart on this JMOM ownership page compare?

The chart compares Retireful, 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.

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