1IA
JMTG

1620 Investment Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

1620 Investment Advisors’s Portfolio JMTG Stock Details JMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11K Hold
22
– – ﹤0.01% 634
2026
Q1 		$1.12K Hold
22
– – ﹤0.01% 620
2025
Q4 		$1.12K Hold
22
– – ﹤0.01% 613
2025
Q3 		$1.12K Hold
22
– – ﹤0.01% 608
2025
Q2 		$1.1K Buy
+22
New +$1.1K ﹤0.01% 635

Other funds holding JMTG

AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM

1620 Investment Advisors's JMTG Position: Q2 2026 in Review

1620 Investment Advisors held its JPMorgan Mortgage-Backed Securities ETF (JMTG) position steady in Q2 2026 at 22 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

1620 Investment Advisors first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12K in Q4 2025. 41 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • 1620 Investment Advisors held 22 shares of JPMorgan Mortgage-Backed Securities ETF worth $1.11K as of Q2 2026.
  • 1620 Investment Advisors left its JPMorgan Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #634 holding.
  • 1620 Investment Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • 1620 Investment Advisors's JPMorgan Mortgage-Backed Securities ETF position peaked at $1.12K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.