JWCA
JMTG

J.W. Coons Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

J.W. Coons 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
Q2 		$871K Buy
+17,355
New +$871K 0.2% 110

Other funds holding JMTG

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NP
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

J.W. Coons Advisors's JMTG Position: Q2 2025 in Review

J.W. Coons Advisors opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2025: 17,355 shares worth $871K. The stake represents 0.2% of the portfolio and ranks #110 among its holdings.

96 funds tracked by Wall St. Rank hold JMTG as of Q2 2025.

  • J.W. Coons Advisors held 17,355 shares of JPMorgan Mortgage-Backed Securities ETF worth $871K as of Q2 2025.
  • JPMorgan Mortgage-Backed Securities ETF was a new J.W. Coons Advisors position in Q2 2025.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.2% of J.W. Coons Advisors's portfolio in Q2 2025, its #110 holding.
  • 96 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.