AIM
JMTG

Acropolis Investment Management’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Acropolis Investment Management’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 		$105M Buy
2,081,437
+355,786
+21% +$18M 4.16% 8
2026
Q1 		$88M Buy
1,725,651
+360,957
+26% +$18.5M 3.89% 8
2025
Q4 		$69.7M Buy
+1,364,694
New +$69.8M 3.13% 10

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Acropolis Investment Management's JMTG Position: Q2 2026 in Review

Acropolis Investment Management increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 21% in Q2 2026, buying an estimated $18M and bringing the position to 2,081,437 shares worth $105M. The position accounts for 4.16% of the portfolio, ranked #8.

Acropolis Investment Management first reported a position in JMTG in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Acropolis Investment Management held 2,081,437 shares of JPMorgan Mortgage-Backed Securities ETF worth $105M as of Q2 2026.
  • Acropolis Investment Management bought 355,786 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $18M.
  • JPMorgan Mortgage-Backed Securities ETF made up 4.16% of Acropolis Investment Management's portfolio in Q2 2026, its #8 holding.
  • Acropolis Investment Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.