Certuity’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Certuity’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
2025 Q4	–	Sell	-9,995	Closed	-$510K	–	638
2025 Q3	$510K	Buy	+9,995	New	+$504K	0.04%	263

Other funds holding JMTG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Certuity's JMTG Position: Q4 2025 in Review

Certuity sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q4 2025, closing a stake of 9,995 shares — an estimated $510K sold.

Certuity first reported a position in JMTG in Q3 2025 and held it in 1 quarter. The position peaked at $510K in Q3 2025. 165 funds tracked by Wall St. Rank hold JMTG as of Q4 2025.

Certuity reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
Certuity sold 9,995 JPMorgan Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $510K.
Certuity first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and held it in 1 quarter.
Certuity's JPMorgan Mortgage-Backed Securities ETF position peaked at $510K in Q3 2025.
165 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q4 2025.

Based on Certuity's 13F filing for Q4 2025, filed 30 Jan 2026.