JY
JMTG

Jeff Yass’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Jeff Yass’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 		$1.3M Sell
25,694
-81,571
-76% -$4.14M ﹤0.01% 7517
2026
Q1 		$5.47M Buy
+107,265
New +$5.5M ﹤0.01% 4078

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

Jeff Yass's JMTG Position: Q2 2026 in Review

Jeff Yass reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 76% in Q2 2026, selling an estimated $4.14M and leaving 25,694 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #7517.

Jeff Yass first reported a position in JMTG in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.47M in Q1 2026. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Jeff Yass held 25,694 shares of JPMorgan Mortgage-Backed Securities ETF worth $1.3M as of Q2 2026.
  • Jeff Yass sold 81,571 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $4.14M.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7517 holding.
  • Jeff Yass first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • Jeff Yass's JPMorgan Mortgage-Backed Securities ETF position peaked at $5.47M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.