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 Q2	$181K	Buy	+17,542	New	+$179K	﹤0.01%	5672
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase's MORT Position: Q2 2026 in Review

JP Morgan Chase opened a new position in VanEck Mortgage REIT Income ETF (MORT) in Q2 2026: 17,542 shares worth $181K. The stake represents ﹤0.01% of the portfolio and ranks #5672 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in MORT as recently as Q4 2025.

JP Morgan Chase first reported a position in MORT in Q1 2021 and has held it in 13 quarters since. The position peaked at $283K in Q4 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

JP Morgan Chase held 17,542 shares of VanEck Mortgage REIT Income ETF worth $181K as of Q2 2026.
VanEck Mortgage REIT Income ETF was a new JP Morgan Chase position in Q2 2026.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5672 holding.
JP Morgan Chase first reported a position in VanEck Mortgage REIT Income ETF in Q1 2021 and has held it in 13 quarters since.
JP Morgan Chase's VanEck Mortgage REIT Income ETF position peaked at $283K in Q4 2025.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.