CIBC Private Wealth Group
JMTG

CIBC Private Wealth Group’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

CIBC Private Wealth Group’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 		$102K Buy
1,990
+261
+15% +$13.4K ﹤0.01% 1504
2025
Q3 		$88.2K Sell
1,729
-19
-1% -$957 ﹤0.01% 1552
2025
Q2 		$87.8K Buy
+1,748
New +$87.7K ﹤0.01% 1448

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

CIBC Private Wealth Group's JMTG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 15% in Q4 2025, buying an estimated $13.4K and bringing the position to 1,990 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

CIBC Private Wealth Group first reported a position in JMTG in Q2 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold JMTG as of Q4 2025.

  • CIBC Private Wealth Group held 1,990 shares of JPMorgan Mortgage-Backed Securities ETF worth $102K as of Q4 2025.
  • CIBC Private Wealth Group bought 261 JPMorgan Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $13.4K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1504 holding.
  • CIBC Private Wealth Group first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.