BA
JMTG

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

Ballast 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 		$2.81K Buy
+55
New +$2.82K ﹤0.01% 357

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Ballast Advisors's JMTG Position: Q1 2026 in Review

Ballast Advisors opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q1 2026: 55 shares worth $2.81K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings.

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

  • Ballast Advisors held 55 shares of JPMorgan Mortgage-Backed Securities ETF worth $2.81K as of Q1 2026.
  • JPMorgan Mortgage-Backed Securities ETF was a new Ballast Advisors position in Q1 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Ballast Advisors's portfolio in Q1 2026, its #357 holding.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.