GRP
JMTG

Global Retirement Partners’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Global Retirement Partners’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 		$1.59M Buy
+31,386
New +$1.59M 0.02% 578
2025
Q4 		$1.85M Buy
36,254
+35,833
+8,511% +$1.83M 0.03% 454
2025
Q3 		$21.5K Hold
421
– – ﹤0.01% 2365
2025
Q2 		$21.2K Buy
+421
New +$21.1K ﹤0.01% 2258

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 29.18% 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

Global Retirement Partners's JMTG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026: 31,386 shares worth $1.59M. The stake represents 0.02% of the portfolio and ranks #578 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JMTG as recently as Q4 2025.

Global Retirement Partners first reported a position in JMTG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.85M in Q4 2025. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Global Retirement Partners held 31,386 shares of JPMorgan Mortgage-Backed Securities ETF worth $1.59M as of Q2 2026.
  • JPMorgan Mortgage-Backed Securities ETF was a new Global Retirement Partners position in Q2 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #578 holding.
  • Global Retirement Partners first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's JPMorgan Mortgage-Backed Securities ETF position peaked at $1.85M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.