JWA
JMTG

JFS Wealth Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

JFS Wealth 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
2026
Q2 		$16K Buy
+315
New +$16K ﹤0.01% 831

Other funds holding JMTG

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

JFS Wealth Advisors's JMTG Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026: 315 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings.

58 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • JFS Wealth Advisors held 315 shares of JPMorgan Mortgage-Backed Securities ETF worth $16K as of Q2 2026.
  • JPMorgan Mortgage-Backed Securities ETF was a new JFS Wealth Advisors position in Q2 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #831 holding.
  • 58 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.