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 Q3	$20.6K	Buy	+426	New	+$21.2K	﹤0.01%	4111
2026 Q2	–	Sell	-13	Closed	-$661	–	6165
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

FNBSF

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

BAS

Breakthru Advisory Services Muskego, Wisconsin $29.6M AUM 8.12% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Farther Finance Advisors's JMTG Position: Q3 2026 in Review

Farther Finance Advisors opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q3 2026: 426 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #4111 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in JMTG as recently as Q1 2026.

Farther Finance Advisors first reported a position in JMTG in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

Farther Finance Advisors held 426 shares of JPMorgan Mortgage-Backed Securities ETF worth $20.6K as of Q3 2026.
JPMorgan Mortgage-Backed Securities ETF was a new Farther Finance Advisors position in Q3 2026.
JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4111 holding.
Farther Finance Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.