JP Morgan Chase

JP Morgan Chase’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

JP Morgan Chase’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	$2.48B	Buy	48,784,969 +8,271,650	+20%	+$424M	0.17%	139
2025 Q4	$2.07B	Buy	40,513,319 +3,035,862	+8%	+$155M	0.14%	165
2025 Q3	$1.91B	Buy	37,477,457 +26,659,037	+246%	+$1.34B	0.12%	177
2025 Q2	$543M	Buy	+10,818,420	New	+$543M	0.04%	402

Other funds holding JMTG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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 $45.5B AUM 21.01% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return