BFA
JMTG

Bill Few Associates’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Bill Few Associates’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 		$43.4M Buy
855,925
+79,149
+10% +$4.01M 9.23% 1
2026
Q1 		$39.6M Buy
776,776
+18,242
+2% +$935K 9.49% 1
2025
Q4 		$38.7M Buy
758,534
+17,933
+2% +$918K 9.52% 1
2025
Q3 		$37.8M Buy
740,601
+20,028
+3% +$1.01M 9.73% 1
2025
Q2 		$36.2M Buy
+720,573
New +$36.2M 10.24% 1

Other funds holding JMTG

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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bill Few Associates's JMTG Position: Q2 2026 in Review

Bill Few Associates increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 10% in Q2 2026, buying an estimated $4.01M and bringing the position to 855,925 shares worth $43.4M. The position accounts for 9.23% of the portfolio, ranked #1.

Bill Few Associates first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Bill Few Associates held 855,925 shares of JPMorgan Mortgage-Backed Securities ETF worth $43.4M as of Q2 2026.
  • Bill Few Associates bought 79,149 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.01M.
  • JPMorgan Mortgage-Backed Securities ETF made up 9.23% of Bill Few Associates's portfolio in Q2 2026, its #1 holding.
  • Bill Few Associates first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.