CWM
JMTG

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

Centurion 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 		$621K Sell
12,249
-6,634
-35% -$336K 0.15% 136
2026
Q1 		$963K Buy
18,883
+6,555
+53% +$336K 0.22% 94
2025
Q4 		$629K Buy
+12,328
New +$631K 0.14% 128

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
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 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

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

Centurion Wealth Management reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 35% in Q2 2026, selling an estimated $336K and leaving 12,249 shares worth $621K. The position accounts for 0.15% of the portfolio, ranked #136.

Centurion Wealth Management first reported a position in JMTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $963K in Q1 2026. 25 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Centurion Wealth Management held 12,249 shares of JPMorgan Mortgage-Backed Securities ETF worth $621K as of Q2 2026.
  • Centurion Wealth Management sold 6,634 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $336K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.15% of Centurion Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Centurion Wealth Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Centurion Wealth Management's JPMorgan Mortgage-Backed Securities ETF position peaked at $963K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.