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Legacy Wealth Management (Idaho)’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-21
Closed -$1.07K – 1043
2026
Q1 		$1.07K Buy
21
+10
+91% +$512 ﹤0.01% 866
2025
Q4 		$562 Buy
+11
New +$563 ﹤0.01% 813

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 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s JMTG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026, closing a stake of 21 shares — an estimated $1.07K sold.

Legacy Wealth Management (Idaho) first reported a position in JMTG in Q4 2025 and held it in 2 quarters. The position peaked at $1.07K in Q1 2026. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 21 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.07K.
  • Legacy Wealth Management (Idaho) first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s JPMorgan Mortgage-Backed Securities ETF position peaked at $1.07K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.