CSC
JMTG

Caldwell Sutter Capital’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Caldwell Sutter Capital’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 		$1.99K Hold
39
– – ﹤0.01% 755
2025
Q4 		$1.99K Hold
39
– – ﹤0.01% 746
2025
Q3 		$1.99K Buy
+39
New +$1.97K ﹤0.01% 741

Other funds holding JMTG

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NP
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Morgan Stanley
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LPL Financial
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HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
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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 $45.5B AUM 21.01% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return