FP
JMTG

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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Perspectives's JMTG Position: Q2 2026 in Review

Financial Perspectives increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 1.1% in Q2 2026, buying an estimated $254 and bringing the position to 473 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #436.

Financial Perspectives first reported a position in JMTG in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Financial Perspectives held 473 shares of JPMorgan Mortgage-Backed Securities ETF worth $24K as of Q2 2026.
  • Financial Perspectives bought 5 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $254.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #436 holding.
  • Financial Perspectives first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.