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

Imprint Wealth’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	–	Sell	-201	Closed	-$10.3K	–	322
2026 Q1	$10.3K	Hold	201	–	–	0.05%	121
2025 Q4	$10.3K	Sell	201 -201	-50%	-$10.3K	0.05%	144
2025 Q3	$20.5K	Buy	+402	New	+$20.3K	0.07%	127

Other funds holding JMTG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Imprint Wealth's JMTG Position: Q2 2026 in Review

Imprint Wealth sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026, closing a stake of 201 shares — an estimated $10.3K sold.

Imprint Wealth first reported a position in JMTG in Q3 2025 and held it in 3 quarters. The position peaked at $20.5K in Q3 2025. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

Imprint Wealth reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Imprint Wealth sold 201 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $10.3K.
Imprint Wealth first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and held it in 3 quarters.
Imprint Wealth's JPMorgan Mortgage-Backed Securities ETF position peaked at $20.5K in Q3 2025.
167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.