GI
JMTG

GAMMA Investing’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

GAMMA Investing’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 		– Sell
-312
Closed -$15.9K – 4249
2026
Q1 		$15.9K Hold
312
– – ﹤0.01% 2843
2025
Q4 		$15.9K Buy
+312
New +$16K ﹤0.01% 2733

Other funds holding JMTG

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM

GAMMA Investing's JMTG Position: Q2 2026 in Review

GAMMA Investing sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026, closing a stake of 312 shares — an estimated $15.9K sold.

GAMMA Investing first reported a position in JMTG in Q4 2025 and held it in 2 quarters. The position peaked at $15.9K in Q4 2025. 41 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • GAMMA Investing reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • GAMMA Investing sold 312 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $15.9K.
  • GAMMA Investing first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and held it in 2 quarters.
  • GAMMA Investing's JPMorgan Mortgage-Backed Securities ETF position peaked at $15.9K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.