Guerra Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Guerra Advisors’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 Q3	$109K	Buy	+2,137	New	+$108K	0.04%	120

Other funds holding JMTG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return

Guerra Advisors's JMTG Position: Q3 2025 in Review

Guerra Advisors opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q3 2025: 2,137 shares worth $109K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings.

135 funds tracked by Wall St. Rank hold JMTG as of Q3 2025.

Guerra Advisors held 2,137 shares of JPMorgan Mortgage-Backed Securities ETF worth $109K as of Q3 2025.
JPMorgan Mortgage-Backed Securities ETF was a new Guerra Advisors position in Q3 2025.
JPMorgan Mortgage-Backed Securities ETF made up 0.04% of Guerra Advisors's portfolio in Q3 2025, its #120 holding.
135 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.