Koshinski Asset Management
JMTG

Koshinski Asset Management’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Koshinski Asset Management’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 		$231K Sell
4,562
-928
-17% -$47.1K 0.01% 705
2026
Q1 		$280K Buy
5,490
+58
+1% +$2.97K 0.02% 597
2025
Q4 		$277K Buy
5,432
+56
+1% +$2.87K 0.02% 585
2025
Q3 		$274K Buy
+5,376
New +$271K 0.02% 596

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Koshinski Asset Management's JMTG Position: Q2 2026 in Review

Koshinski Asset Management reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 17% in Q2 2026, selling an estimated $47.1K and leaving 4,562 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #705.

Koshinski Asset Management first reported a position in JMTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $280K in Q1 2026. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Koshinski Asset Management held 4,562 shares of JPMorgan Mortgage-Backed Securities ETF worth $231K as of Q2 2026.
  • Koshinski Asset Management sold 928 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $47.1K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #705 holding.
  • Koshinski Asset Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • Koshinski Asset Management's JPMorgan Mortgage-Backed Securities ETF position peaked at $280K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.