JFGIW
JMTG

Johnson Financial Group Inc (Wisconsin)’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$342K Sell
6,739
-7,897
-54% -$400K 0.01% 261
2026
Q1 		$746K Buy
14,636
+1,809
+14% +$92.7K 0.03% 201
2025
Q4 		$657K Hold
12,827
– – 0.02% 207
2025
Q3 		$654K Buy
12,827
+12,746
+15,736% +$642K 0.02% 218
2025
Q2 		$4.08K Buy
+81
New +$4.07K ﹤0.01% 653

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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

Johnson Financial Group Inc (Wisconsin)'s JMTG Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 54% in Q2 2026, selling an estimated $400K and leaving 6,739 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #261.

Johnson Financial Group Inc (Wisconsin) first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $746K in Q1 2026. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 6,739 shares of JPMorgan Mortgage-Backed Securities ETF worth $342K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 7,897 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $400K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #261 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s JPMorgan Mortgage-Backed Securities ETF position peaked at $746K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.