IRC
JMTG

Investors Research Corp’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Investors Research Corp’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
-267
Closed -$13.6K – 900
2026
Q1 		$13.6K Hold
267
– – ﹤0.01% 518
2025
Q4 		$13.6K Buy
+267
New +$13.7K ﹤0.01% 590

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investors Research Corp's JMTG Position: Q2 2026 in Review

Investors Research Corp sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026, closing a stake of 267 shares — an estimated $13.6K sold.

Investors Research Corp first reported a position in JMTG in Q4 2025 and held it in 2 quarters. The position peaked at $13.6K in Q4 2025. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Investors Research Corp reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Investors Research Corp sold 267 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $13.6K.
  • Investors Research Corp first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and held it in 2 quarters.
  • Investors Research Corp's JPMorgan Mortgage-Backed Securities ETF position peaked at $13.6K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.