Benjamin Edwards Inc’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Benjamin Edwards Inc’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 Q3	$925K	Buy	+19,128	New	+$953K	0.01%	838

Other funds holding JMTG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Avalon Trust Santa Fe, New Mexico $1.59B AUM 27.25% 1-Year Est. Return

Benjamin Edwards Inc's JMTG Position: Q3 2026 in Review

Benjamin Edwards Inc opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q3 2026: 19,128 shares worth $925K. The stake represents 0.01% of the portfolio and ranks #838 among its holdings.

153 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

Benjamin Edwards Inc held 19,128 shares of JPMorgan Mortgage-Backed Securities ETF worth $925K as of Q3 2026.
JPMorgan Mortgage-Backed Securities ETF was a new Benjamin Edwards Inc position in Q3 2026.
JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q3 2026, its #838 holding.
153 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on Benjamin Edwards Inc's 13F filing for Q3 2026, filed 12 Nov 2026.