Superior Planning, LLC’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Superior Planning, LLC’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 Q3	$6.72K	Buy	+139	New	+$6.92K	﹤0.01%	1094

Other funds holding JMTG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Superior Planning, LLC's JMTG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q3 2026: 139 shares worth $6.72K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings.

123 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

Superior Planning, LLC held 139 shares of JPMorgan Mortgage-Backed Securities ETF worth $6.72K as of Q3 2026.
JPMorgan Mortgage-Backed Securities ETF was a new Superior Planning, LLC position in Q3 2026.
JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1094 holding.
123 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.