Corient Private Wealth
JMTG

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

Corient Private Wealth’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 		– Sell
-13,420
Closed -$688K – 3063
2025
Q4 		$688K Buy
+13,420
New +$687K ﹤0.01% 2116

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

Corient Private Wealth's JMTG Position: Q1 2026 in Review

Corient Private Wealth sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q1 2026, closing a stake of 13,420 shares — an estimated $688K sold.

Corient Private Wealth first reported a position in JMTG in Q4 2025 and held it in 1 quarter. The position peaked at $688K in Q4 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Corient Private Wealth reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 13,420 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $688K.
  • Corient Private Wealth first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and held it in 1 quarter.
  • Corient Private Wealth's JPMorgan Mortgage-Backed Securities ETF position peaked at $688K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.