BHPW
JMTG

Beverly Hills Private Wealth’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Beverly Hills Private Wealth’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 		$8.46M Buy
166,840
+17,064
+11% +$865K 1.61% 13
2026
Q1 		$7.64M Buy
149,776
+14,855
+11% +$761K 1.27% 16
2025
Q4 		$6.89M Buy
134,921
+47,065
+54% +$2.41M 1.18% 17
2025
Q3 		$4.48M Buy
+87,856
New +$4.43M 0.79% 27

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 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beverly Hills Private Wealth's JMTG Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 11% in Q2 2026, buying an estimated $865K and bringing the position to 166,840 shares worth $8.46M. The position accounts for 1.61% of the portfolio, ranked #13.

Beverly Hills Private Wealth first reported a position in JMTG in Q3 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Beverly Hills Private Wealth held 166,840 shares of JPMorgan Mortgage-Backed Securities ETF worth $8.46M as of Q2 2026.
  • Beverly Hills Private Wealth bought 17,064 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $865K.
  • JPMorgan Mortgage-Backed Securities ETF made up 1.61% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Beverly Hills Private Wealth first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.