Farther Finance Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Farther Finance 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 Q2	–	Sell	-13	Closed	-$661	–	6168
2026 Q1	$661	Hold	13	–	–	﹤0.01%	5212
2025 Q4	$664	Sell	13 -149	-92%	-$7.63K	﹤0.01%	5004
2025 Q3	$8.26K	Buy	+162	New	+$8.16K	﹤0.01%	3526

Other funds holding JMTG

AIM

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

TrustBank Olney, Illinois $295M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Farther Finance Advisors's JMTG Position: Q2 2026 in Review

Farther Finance Advisors sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026, closing a stake of 13 shares — an estimated $661 sold.

Farther Finance Advisors first reported a position in JMTG in Q3 2025 and held it in 3 quarters. The position peaked at $8.26K in Q3 2025. 37 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

Farther Finance Advisors reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Farther Finance Advisors sold 13 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $661.
Farther Finance Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and held it in 3 quarters.
Farther Finance Advisors's JPMorgan Mortgage-Backed Securities ETF position peaked at $8.26K in Q3 2025.
37 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.