Aptus Capital Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Aptus Capital Advisors’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 Q1	$1.27K	Buy	+25	New	+$1.28K	﹤0.01%	1638

Other funds holding JMTG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

AIM

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

Aptus Capital Advisors's JMTG Position: Q1 2026 in Review

Aptus Capital Advisors opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q1 2026: 25 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #1638 among its holdings.

169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

Aptus Capital Advisors held 25 shares of JPMorgan Mortgage-Backed Securities ETF worth $1.27K as of Q1 2026.
JPMorgan Mortgage-Backed Securities ETF was a new Aptus Capital Advisors position in Q1 2026.
JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1638 holding.
169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.