HWP
JMTG

Highline Wealth Partners’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Highline Wealth 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 		$316 Buy
+6
New +$304 ﹤0.01% 1368

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
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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Highline Wealth Partners's JMTG Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026: 6 shares worth $316. The stake represents ﹤0.01% of the portfolio and ranks #1368 among its holdings.

32 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Highline Wealth Partners held 6 shares of JPMorgan Mortgage-Backed Securities ETF worth $316 as of Q2 2026.
  • JPMorgan Mortgage-Backed Securities ETF was a new Highline Wealth Partners position in Q2 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1368 holding.
  • 32 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.