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
Q2 		$3M Buy
59,108
+1,071
+2% +$54.3K 0.01% 1259
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 $1.81T 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 29.18% 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

Janney Montgomery Scott's JMTG Position: Q2 2026 in Review

Janney Montgomery Scott increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 1.8% in Q2 2026, buying an estimated $54.3K and bringing the position to 59,108 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #1259.

Janney Montgomery Scott first reported a position in JMTG in Q3 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Janney Montgomery Scott held 59,108 shares of JPMorgan Mortgage-Backed Securities ETF worth $3M as of Q2 2026.
  • Janney Montgomery Scott bought 1,071 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $54.3K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1259 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.