AWM
JMTG

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

AllSquare 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
2025
Q3 		– Sell
-160
Closed -$8.03K – 554
2025
Q2 		$8.03K Buy
+160
New +$8.03K ﹤0.01% 398

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return

AllSquare Wealth Management's JMTG Position: Q3 2025 in Review

AllSquare Wealth Management sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q3 2025, closing a stake of 160 shares — an estimated $8.03K sold.

AllSquare Wealth Management first reported a position in JMTG in Q2 2025 and held it in 1 quarter. The position peaked at $8.03K in Q2 2025. 135 funds tracked by Wall St. Rank hold JMTG as of Q3 2025.

  • AllSquare Wealth Management reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • AllSquare Wealth Management sold 160 JPMorgan Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $8.03K.
  • AllSquare Wealth Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and held it in 1 quarter.
  • AllSquare Wealth Management's JPMorgan Mortgage-Backed Securities ETF position peaked at $8.03K in Q2 2025.
  • 135 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.