Action Point Financial Planning’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Action Point Financial Planning’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	$40.6K	Buy	+801	New	+$40.6K	﹤0.01%	889

Other funds holding JMTG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Action Point Financial Planning's JMTG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026: 801 shares worth $40.6K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings.

167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

Action Point Financial Planning held 801 shares of JPMorgan Mortgage-Backed Securities ETF worth $40.6K as of Q2 2026.
JPMorgan Mortgage-Backed Securities ETF was a new Action Point Financial Planning position in Q2 2026.
JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #889 holding.
167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.