Janney Montgomery Scott
JMTG

Janney Montgomery Scott’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Janney Montgomery Scott’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
Q1 		$2.96M Buy
58,037
+6,101
+12% +$313K 0.01% 1091
2025
Q4 		$2.65M Sell
51,936
-2,037
-4% -$104K 0.01% 1214
2025
Q3 		$2.75M Buy
+53,973
New +$2.72M 0.01% 1162

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Janney Montgomery Scott's JMTG Position: Q1 2026 in Review

Janney Montgomery Scott increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 12% in Q1 2026, buying an estimated $313K and bringing the position to 58,037 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1091.

Janney Montgomery Scott first reported a position in JMTG in Q3 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Janney Montgomery Scott held 58,037 shares of JPMorgan Mortgage-Backed Securities ETF worth $2.96M as of Q1 2026.
  • Janney Montgomery Scott bought 6,101 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $313K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1091 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.