Cetera Investment Advisers
JMTG

Cetera Investment Advisers’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Cetera Investment Advisers’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 		$6.17M Buy
121,019
+4,272
+4% +$219K 0.01% 1356
2025
Q4 		$5.96M Buy
116,747
+26,141
+29% +$1.34M 0.01% 1339
2025
Q3 		$4.62M Buy
90,606
+79,434
+711% +$4M 0.01% 1460
2025
Q2 		$561K Buy
+11,172
New +$561K ﹤0.01% 2870

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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 $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cetera Investment Advisers's JMTG Position: Q1 2026 in Review

Cetera Investment Advisers increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 3.7% in Q1 2026, buying an estimated $219K and bringing the position to 121,019 shares worth $6.17M. The position accounts for 0.01% of the portfolio, ranked #1356.

Cetera Investment Advisers first reported a position in JMTG in Q2 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Cetera Investment Advisers held 121,019 shares of JPMorgan Mortgage-Backed Securities ETF worth $6.17M as of Q1 2026.
  • Cetera Investment Advisers bought 4,272 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $219K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1356 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.