EWM
JMTG

Evolution Wealth Management’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Evolution Wealth Management’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 		$50.6K Hold
992
– – 0.04% 272
2025
Q4 		$50.7K Hold
992
– – 0.04% 245
2025
Q3 		$50.6K Hold
992
– – 0.05% 205
2025
Q2 		$49.8K Buy
+992
New +$49.8K 0.06% 181

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

Evolution Wealth Management's JMTG Position: Q1 2026 in Review

Evolution Wealth Management held its JPMorgan Mortgage-Backed Securities ETF (JMTG) position steady in Q1 2026 at 992 shares worth $50.6K. The position accounts for 0.04% of the portfolio, ranked #272.

Evolution Wealth Management first reported a position in JMTG in Q2 2025 and has held it in 4 quarters since. The position peaked at $50.7K in Q4 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Evolution Wealth Management held 992 shares of JPMorgan Mortgage-Backed Securities ETF worth $50.6K as of Q1 2026.
  • Evolution Wealth Management left its JPMorgan Mortgage-Backed Securities ETF share count unchanged in Q1 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #272 holding.
  • Evolution Wealth Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's JPMorgan Mortgage-Backed Securities ETF position peaked at $50.7K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.