Financial Perspectives’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Financial Perspectives’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	$23.1K	Buy	478 +5	+1%	+$249	0.01%	448
2026 Q2	$24K	Buy	473 +5	+1%	+$254	0.01%	436
2026 Q1	$23.9K	Buy	468 +5	+1%	+$256	0.01%	418
2025 Q4	$23.6K	Buy	+463	New	+$23.7K	0.01%	413

Other funds holding JMTG

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

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

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

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

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Financial Perspectives's JMTG Position: Q3 2026 in Review

Financial Perspectives increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 1.1% in Q3 2026, buying an estimated $249 and bringing the position to 478 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #448.

Financial Perspectives first reported a position in JMTG in Q4 2025 and has held it in 4 quarters since. The position peaked at $24K in Q2 2026. 79 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

Financial Perspectives held 478 shares of JPMorgan Mortgage-Backed Securities ETF worth $23.1K as of Q3 2026.
Financial Perspectives bought 5 JPMorgan Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $249.
JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #448 holding.
Financial Perspectives first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 4 quarters since.
Financial Perspectives's JPMorgan Mortgage-Backed Securities ETF position peaked at $24K in Q2 2026.
79 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.