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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
Q3 		$107M Buy
2,219,217
+137,780
+7% +$6.86M 4.31% 8
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM
BAS
Breakthru Advisory Services Muskego, Wisconsin $29.6M AUM 8.12% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Acropolis Investment Management's JMTG Position: Q3 2026 in Review

Acropolis Investment Management increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 6.6% in Q3 2026, buying an estimated $6.86M and bringing the position to 2,219,217 shares worth $107M. The position accounts for 4.31% of the portfolio, ranked #8.

Acropolis Investment Management first reported a position in JMTG in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

  • Acropolis Investment Management held 2,219,217 shares of JPMorgan Mortgage-Backed Securities ETF worth $107M as of Q3 2026.
  • Acropolis Investment Management bought 137,780 JPMorgan Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $6.86M.
  • JPMorgan Mortgage-Backed Securities ETF made up 4.31% of Acropolis Investment Management's portfolio in Q3 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 4 quarters since.
  • 21 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.