Envestnet Portfolio Solutions
JMTG

Envestnet Portfolio Solutions’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Envestnet Portfolio Solutions’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 		$8.66M Sell
170,782
-23,200
-12% -$1.18M 0.04% 240
2026
Q1 		$9.89M Buy
193,982
+112,770
+139% +$5.78M 0.05% 189
2025
Q4 		$4.15M Buy
+81,212
New +$4.16M 0.01% 395

Other funds holding JMTG

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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Envestnet Portfolio Solutions's JMTG Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 12% in Q2 2026, selling an estimated $1.18M and leaving 170,782 shares worth $8.66M. The position accounts for 0.04% of the portfolio, ranked #240.

Envestnet Portfolio Solutions first reported a position in JMTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.89M in Q1 2026. 33 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Envestnet Portfolio Solutions held 170,782 shares of JPMorgan Mortgage-Backed Securities ETF worth $8.66M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 23,200 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.18M.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #240 holding.
  • Envestnet Portfolio Solutions first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Portfolio Solutions's JPMorgan Mortgage-Backed Securities ETF position peaked at $9.89M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.