CRC
JMTG

Curi RMB Capital’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Curi RMB Capital’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
Q2 		$34.5M Buy
680,307
+5,385
+0.8% +$273K 0.53% 38
2026
Q1 		$34.4M Buy
674,922
+170,062
+34% +$8.71M 0.61% 36
2025
Q4 		$25.9M Buy
504,860
+13,893
+3% +$711K 0.45% 52
2025
Q3 		$25M Sell
490,967
-14,799
-3% -$746K 0.46% 51
2025
Q2 		$25.4M Buy
+505,766
New +$25.4M 0.48% 50

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curi RMB Capital's JMTG Position: Q2 2026 in Review

Curi RMB Capital increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 0.8% in Q2 2026, buying an estimated $273K and bringing the position to 680,307 shares worth $34.5M. The position accounts for 0.53% of the portfolio, ranked #38.

Curi RMB Capital first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Curi RMB Capital held 680,307 shares of JPMorgan Mortgage-Backed Securities ETF worth $34.5M as of Q2 2026.
  • Curi RMB Capital bought 5,385 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $273K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.53% of Curi RMB Capital's portfolio in Q2 2026, its #38 holding.
  • Curi RMB Capital first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.