Kovitz Investment Group Partners
JMTG

Kovitz Investment Group Partners’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-490,440
Closed -$25M – 1403
2025
Q3 		$25M Buy
490,440
+61,649
+14% +$3.11M 0.1% 190
2025
Q2 		$21.5M Buy
+428,791
New +$21.5M 0.09% 192

Other funds holding JMTG

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Kovitz Investment Group Partners's JMTG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q4 2025, closing a stake of 490,440 shares — an estimated $25M sold.

Kovitz Investment Group Partners first reported a position in JMTG in Q2 2025 and held it in 2 quarters. The position peaked at $25M in Q3 2025. 165 funds tracked by Wall St. Rank hold JMTG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 490,440 JPMorgan Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $25M.
  • Kovitz Investment Group Partners first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's JPMorgan Mortgage-Backed Securities ETF position peaked at $25M in Q3 2025.
  • 165 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.