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

Atria Wealth Solutions’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 Q2	$495K	Buy	+9,869	New	+$495K	0.01%	915

Other funds holding JMTG

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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

Avalon Trust Santa Fe, New Mexico $1.63B AUM 42.75% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Atria Wealth Solutions's JMTG Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2025: 9,869 shares worth $495K. The stake represents 0.01% of the portfolio and ranks #915 among its holdings.

96 funds tracked by Wall St. Rank hold JMTG as of Q2 2025.

Atria Wealth Solutions held 9,869 shares of JPMorgan Mortgage-Backed Securities ETF worth $495K as of Q2 2025.
JPMorgan Mortgage-Backed Securities ETF was a new Atria Wealth Solutions position in Q2 2025.
JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #915 holding.
96 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.