EH
JMTG

Equitable Holdings’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Equitable Holdings’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 		$7.46M Buy
146,202
+6,533
+5% +$335K 0.05% 334
2025
Q4 		$7.13M Buy
139,669
+36,321
+35% +$1.86M 0.05% 288
2025
Q3 		$5.27M Buy
103,348
+15,813
+18% +$797K 0.04% 337
2025
Q2 		$4.39M Buy
+87,535
New +$4.39M 0.04% 358

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

Equitable Holdings's JMTG Position: Q1 2026 in Review

Equitable Holdings increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 4.7% in Q1 2026, buying an estimated $335K and bringing the position to 146,202 shares worth $7.46M. The position accounts for 0.05% of the portfolio, ranked #334.

Equitable Holdings first reported a position in JMTG in Q2 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Equitable Holdings held 146,202 shares of JPMorgan Mortgage-Backed Securities ETF worth $7.46M as of Q1 2026.
  • Equitable Holdings bought 6,533 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $335K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.05% of Equitable Holdings's portfolio in Q1 2026, its #334 holding.
  • Equitable Holdings first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.