GGS
JMTG

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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Galvin Gaustad & Stein's JMTG Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 56% in Q1 2026, buying an estimated $1.24M and bringing the position to 67,452 shares worth $3.44M. The position accounts for 0.28% of the portfolio, ranked #75.

Galvin Gaustad & Stein first reported a position in JMTG in Q4 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Galvin Gaustad & Stein held 67,452 shares of JPMorgan Mortgage-Backed Securities ETF worth $3.44M as of Q1 2026.
  • Galvin Gaustad & Stein bought 24,218 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.24M.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.28% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #75 holding.
  • Galvin Gaustad & Stein first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.