Creative Planning
JMTG

Creative Planning’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Creative Planning’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 		$837K Buy
16,419
+191
+1% +$9.79K ﹤0.01% 2606
2025
Q4 		$829K Sell
16,228
-26,960
-62% -$1.38M ﹤0.01% 2435
2025
Q3 		$2.2M Buy
43,188
+26,160
+154% +$1.32M ﹤0.01% 1471
2025
Q2 		$855K Buy
+17,028
New +$855K ﹤0.01% 1995

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

Creative Planning's JMTG Position: Q1 2026 in Review

Creative Planning increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 1.2% in Q1 2026, buying an estimated $9.79K and bringing the position to 16,419 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Creative Planning first reported a position in JMTG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.2M in Q3 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Creative Planning held 16,419 shares of JPMorgan Mortgage-Backed Securities ETF worth $837K as of Q1 2026.
  • Creative Planning bought 191 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $9.79K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2606 holding.
  • Creative Planning first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's JPMorgan Mortgage-Backed Securities ETF position peaked at $2.2M in Q3 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.