DWA
JMTG

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

Delos Wealth 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
Q1 		– Sell
-579
Closed -$29.6K – 324
2025
Q4 		$29.6K Hold
579
– – 0.02% 119
2025
Q3 		$29.5K Hold
579
– – 0.02% 136
2025
Q2 		$29.1K Buy
+579
New +$29.1K 0.02% 124

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

Delos Wealth Advisors's JMTG Position: Q1 2026 in Review

Delos Wealth Advisors sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q1 2026, closing a stake of 579 shares — an estimated $29.6K sold.

Delos Wealth Advisors first reported a position in JMTG in Q2 2025 and held it in 3 quarters. The position peaked at $29.6K in Q4 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Delos Wealth Advisors reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Delos Wealth Advisors sold 579 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $29.6K.
  • Delos Wealth Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and held it in 3 quarters.
  • Delos Wealth Advisors's JPMorgan Mortgage-Backed Securities ETF position peaked at $29.6K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.