CWM
JMTG

Cabot Wealth Management’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Cabot Wealth Management’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 		$24.4M Buy
+480,901
New +$24.4M 2.48% 7

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 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

Cabot Wealth Management's JMTG Position: Q2 2026 in Review

Cabot Wealth Management opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026: 480,901 shares worth $24.4M. The stake represents 2.48% of the portfolio and ranks #7 among its holdings.

65 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Cabot Wealth Management held 480,901 shares of JPMorgan Mortgage-Backed Securities ETF worth $24.4M as of Q2 2026.
  • JPMorgan Mortgage-Backed Securities ETF was a new Cabot Wealth Management position in Q2 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up 2.48% of Cabot Wealth Management's portfolio in Q2 2026, its #7 holding.
  • 65 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.