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Great Diamond Partners’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Great Diamond 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
Q3 		$2.75M Buy
+56,938
New +$2.84M 0.46% 62

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $29.6M AUM 8.12% 1-Year Est. Return
PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Great Diamond Partners's JMTG Position: Q3 2026 in Review

Great Diamond Partners opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q3 2026: 56,938 shares worth $2.75M. The stake represents 0.46% of the portfolio and ranks #62 among its holdings.

16 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

  • Great Diamond Partners held 56,938 shares of JPMorgan Mortgage-Backed Securities ETF worth $2.75M as of Q3 2026.
  • JPMorgan Mortgage-Backed Securities ETF was a new Great Diamond Partners position in Q3 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.46% of Great Diamond Partners's portfolio in Q3 2026, its #62 holding.
  • 16 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.