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Atria Investments’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Atria Investments’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 		$927K Buy
18,289
+79
+0.4% +$4.01K 0.01% 1162
2026
Q1 		$929K Buy
18,210
+3,407
+23% +$175K 0.01% 1090
2025
Q4 		$756K Buy
+14,803
New +$758K 0.01% 1221

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 $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments's JMTG Position: Q2 2026 in Review

Atria Investments increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 0.43% in Q2 2026, buying an estimated $4.01K and bringing the position to 18,289 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #1162.

Atria Investments first reported a position in JMTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $929K in Q1 2026. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Atria Investments held 18,289 shares of JPMorgan Mortgage-Backed Securities ETF worth $927K as of Q2 2026.
  • Atria Investments bought 79 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.01K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1162 holding.
  • Atria Investments first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Atria Investments's JPMorgan Mortgage-Backed Securities ETF position peaked at $929K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.