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

CoreCap 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
Q3 		$13.9K Sell
287
-394
-58% -$19.6K ﹤0.01% 1953
2026
Q2 		$34.5K Buy
681
+394
+137% +$20K ﹤0.01% 1577
2026
Q1 		$14.7K Buy
+287
New +$14.7K ﹤0.01% 1794

Other funds holding JMTG

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

CoreCap Advisors's JMTG Position: Q3 2026 in Review

CoreCap Advisors reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 58% in Q3 2026, selling an estimated $19.6K and leaving 287 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

CoreCap Advisors first reported a position in JMTG in Q1 2026 and has held it in 3 quarters since. The position peaked at $34.5K in Q2 2026. 9 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

  • CoreCap Advisors held 287 shares of JPMorgan Mortgage-Backed Securities ETF worth $13.9K as of Q3 2026.
  • CoreCap Advisors sold 394 JPMorgan Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $19.6K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1953 holding.
  • CoreCap Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q1 2026 and has held it in 3 quarters since.
  • CoreCap Advisors's JPMorgan Mortgage-Backed Securities ETF position peaked at $34.5K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.