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Galvin Gaustad & Stein’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Galvin Gaustad & Stein’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 		$4.88M Buy
100,970
+4,366
+5% +$218K 0.37% 68
2026
Q2 		$4.9M Buy
96,604
+29,152
+43% +$1.48M 0.36% 69
2026
Q1 		$3.44M Buy
67,452
+24,218
+56% +$1.24M 0.28% 75
2025
Q4 		$2.21M Buy
+43,234
New +$2.21M 0.17% 87

Other funds holding JMTG

HC
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
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
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Galvin Gaustad & Stein's JMTG Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 4.5% in Q3 2026, buying an estimated $218K and bringing the position to 100,970 shares worth $4.88M. The position accounts for 0.37% of the portfolio, ranked #68.

Galvin Gaustad & Stein first reported a position in JMTG in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.9M in Q2 2026. 9 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

  • Galvin Gaustad & Stein held 100,970 shares of JPMorgan Mortgage-Backed Securities ETF worth $4.88M as of Q3 2026.
  • Galvin Gaustad & Stein bought 4,366 JPMorgan Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $218K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.37% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #68 holding.
  • Galvin Gaustad & Stein first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 4 quarters since.
  • Galvin Gaustad & Stein's JPMorgan Mortgage-Backed Securities ETF position peaked at $4.9M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.