Arax Advisory Partners’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Arax Advisory Partners’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	$167K	Buy	+3,297	New	+$167K	﹤0.01%	2372

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

Arax Advisory Partners's JMTG Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026: 3,297 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #2372 among its holdings.

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

Arax Advisory Partners held 3,297 shares of JPMorgan Mortgage-Backed Securities ETF worth $167K as of Q2 2026.
JPMorgan Mortgage-Backed Securities ETF was a new Arax Advisory Partners position in Q2 2026.
JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2372 holding.
167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.