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
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 $1.56T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Global Retirement Partners's JMTG Position: Q4 2025 in Review

Global Retirement Partners increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 8,511% in Q4 2025, buying an estimated $1.83M and bringing the position to 36,254 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #454.

Global Retirement Partners first reported a position in JMTG in Q2 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold JMTG as of Q4 2025.

  • Global Retirement Partners held 36,254 shares of JPMorgan Mortgage-Backed Securities ETF worth $1.85M as of Q4 2025.
  • Global Retirement Partners bought 35,833 JPMorgan Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $1.83M.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #454 holding.
  • Global Retirement Partners first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.