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
-6,710
Closed -$344K – 3016
2025
Q4 		$344K Buy
+6,710
New +$343K ﹤0.01% 2083

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 6,710 shares — an estimated $344K sold.

Corient Private Wealth first reported a position in JMTG in Q4 2025 and held it in 1 quarter. The position peaked at $344K 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 6,710 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $344K.
  • 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 $344K 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.