First National Bank Sioux Falls’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

First National Bank Sioux Falls’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	$30.8M	Buy	637,283 +25,459	+4%	+$1.27M	9.4%	1
2026 Q2	$31.2M	Hold	611,824	–	–	8.55%	2
2026 Q1	$31.2M	Buy	611,824 +30,460	+5%	+$1.56M	8.55%	2
2025 Q4	$29.7M	Buy	581,364 +8,292	+1%	+$424K	8.89%	2
2025 Q3	$29.2M	Buy	+573,072	New	+$28.9M	9.11%	1

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

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

FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 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

First National Bank Sioux Falls's JMTG Position: Q3 2026 in Review

First National Bank Sioux Falls increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 4.2% in Q3 2026, buying an estimated $1.27M and bringing the position to 637,283 shares worth $30.8M. The position accounts for 9.4% of the portfolio, ranked #1.

First National Bank Sioux Falls first reported a position in JMTG in Q3 2025 and has held it in 5 quarters since. The position peaked at $31.2M in Q2 2026. 23 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

First National Bank Sioux Falls held 637,283 shares of JPMorgan Mortgage-Backed Securities ETF worth $30.8M as of Q3 2026.
First National Bank Sioux Falls bought 25,459 JPMorgan Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.27M.
JPMorgan Mortgage-Backed Securities ETF made up 9.4% of First National Bank Sioux Falls's portfolio in Q3 2026, its #1 holding.
First National Bank Sioux Falls first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 5 quarters since.
First National Bank Sioux Falls's JPMorgan Mortgage-Backed Securities ETF position peaked at $31.2M in Q2 2026.
23 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on First National Bank Sioux Falls's 13F filing for Q3 2026, filed 13 Oct 2026.