CAC
JMTG

Certified Advisory Corp’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Certified Advisory Corp’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 		– Sell
-11,554
Closed -$589K – 340
2026
Q1 		$589K Buy
11,554
+261
+2% +$13.4K 0.05% 199
2025
Q4 		$577K Sell
11,293
-41,406
-79% -$2.12M 0.05% 199
2025
Q3 		$2.69M Buy
+52,699
New +$2.66M 0.26% 95

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

Certified Advisory Corp's JMTG Position: Q2 2026 in Review

Certified Advisory Corp sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026, closing a stake of 11,554 shares — an estimated $589K sold.

Certified Advisory Corp first reported a position in JMTG in Q3 2025 and held it in 3 quarters. The position peaked at $2.69M in Q3 2025. 25 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Certified Advisory Corp reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Certified Advisory Corp sold 11,554 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $589K.
  • Certified Advisory Corp first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and held it in 3 quarters.
  • Certified Advisory Corp's JPMorgan Mortgage-Backed Securities ETF position peaked at $2.69M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.