Cambridge Investment Research Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Cambridge Investment Research Advisors’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	$45.4M	Buy	895,067 +23,656	+3%	+$1.2M	0.1%	193
2026 Q1	$44.4M	Buy	871,411 +33,624	+4%	+$1.72M	0.11%	172
2025 Q4	$42.8M	Buy	837,787 +29,116	+4%	+$1.49M	0.11%	174
2025 Q3	$41.2M	Buy	808,671 +101,573	+14%	+$5.12M	0.11%	165
2025 Q2	$35.5M	Buy	+707,098	New	+$35.5M	0.11%	186

Other funds holding JMTG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors's JMTG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 2.7% in Q2 2026, buying an estimated $1.2M and bringing the position to 895,067 shares worth $45.4M. The position accounts for 0.1% of the portfolio, ranked #193.

Cambridge Investment Research Advisors first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

Cambridge Investment Research Advisors held 895,067 shares of JPMorgan Mortgage-Backed Securities ETF worth $45.4M as of Q2 2026.
Cambridge Investment Research Advisors bought 23,656 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.2M.
JPMorgan Mortgage-Backed Securities ETF made up 0.1% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #193 holding.
Cambridge Investment Research Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.