JP Morgan Chase
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JP Morgan Chase’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

JP Morgan Chase’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,896
Closed -$283K – 7760
2025
Q4 		$283K Buy
+26,896
New +$284K ﹤0.01% 5348
2025
Q3 		– Sell
-93
Closed -$982 – 7612
2025
Q2 		$982 Buy
93
+6
+7% +$61 ﹤0.01% 6625
2025
Q1 		$972 Buy
+87
New +$975 ﹤0.01% 6632
2024
Q3 		– Sell
-74
Closed -$828 – 7574
2024
Q2 		$828 Hold
74
– – ﹤0.01% 6637
2024
Q1 		$865 Sell
74
-11,797
-99% -$133K ﹤0.01% 6660
2023
Q4 		$140K Buy
+11,871
New +$130K ﹤0.01% 5582
2023
Q3 		– Sell
-7,610
Closed -$91.4K – 7626
2023
Q2 		$91.4K Buy
+7,610
New +$83.3K ﹤0.01% 5506
2022
Q2 		– Sell
-1,065
Closed -$18K – 6720
2022
Q1 		$18K Buy
1,065
+965
+965% +$16.5K ﹤0.01% 6090
2021
Q4 		$2K Hold
100
– – ﹤0.01% 6512
2021
Q3 		$2K Sell
100
-900
-90% -$17.1K ﹤0.01% 6332
2021
Q2 		$20K Hold
1,000
– – ﹤0.01% 5925
2021
Q1 		$19K Buy
+1,000
New +$17.7K ﹤0.01% 5707

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

JP Morgan Chase's MORT Position: Q1 2026 in Review

JP Morgan Chase sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 26,896 shares — an estimated $283K sold.

JP Morgan Chase first reported a position in MORT in Q1 2021 and held it in 12 quarters. The position peaked at $283K in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • JP Morgan Chase reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 26,896 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $283K.
  • JP Morgan Chase first reported a position in VanEck Mortgage REIT Income ETF in Q1 2021 and held it in 12 quarters.
  • JP Morgan Chase's VanEck Mortgage REIT Income ETF position peaked at $283K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.