CWA
JMTG

Choice Wealth Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Choice Wealth 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 		$17.1M Buy
337,241
+12,655
+4% +$642K 6% 6
2026
Q1 		$16.6M Buy
324,586
+8,913
+3% +$457K 6.5% 6
2025
Q4 		$16.1M Buy
315,673
+3,703
+1% +$190K 6.37% 6
2025
Q3 		$15.9M Sell
311,970
-619
-0.2% -$31.2K 6.82% 6
2025
Q2 		$15.7M Buy
+312,589
New +$15.7M 7.09% 5

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Choice Wealth Advisors's JMTG Position: Q2 2026 in Review

Choice Wealth Advisors increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 3.9% in Q2 2026, buying an estimated $642K and bringing the position to 337,241 shares worth $17.1M. The position accounts for 6% of the portfolio, ranked #6.

Choice Wealth Advisors first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Choice Wealth Advisors held 337,241 shares of JPMorgan Mortgage-Backed Securities ETF worth $17.1M as of Q2 2026.
  • Choice Wealth Advisors bought 12,655 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $642K.
  • JPMorgan Mortgage-Backed Securities ETF made up 6% of Choice Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Choice Wealth Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

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