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AE Wealth Management’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

AE Wealth 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 		$364K Buy
7,174
+6,801
+1,823% +$345K ﹤0.01% 1377
2026
Q1 		$19K Sell
373
-2
-0.5% -$102 ﹤0.01% 2157
2025
Q4 		$19.2K Sell
375
-51
-12% -$2.61K ﹤0.01% 2036
2025
Q3 		$21.7K Sell
426
-252
-37% -$12.7K ﹤0.01% 1883
2025
Q2 		$34K Buy
+678
New +$34K ﹤0.01% 1669

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 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AE Wealth Management's JMTG Position: Q2 2026 in Review

AE Wealth Management increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 1,823% in Q2 2026, buying an estimated $345K and bringing the position to 7,174 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

AE Wealth Management first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • AE Wealth Management held 7,174 shares of JPMorgan Mortgage-Backed Securities ETF worth $364K as of Q2 2026.
  • AE Wealth Management bought 6,801 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $345K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1377 holding.
  • AE Wealth Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.