LWMI
JMTG

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s JMTG Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 91% in Q1 2026, buying an estimated $512 and bringing the position to 21 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Legacy Wealth Management (Idaho) first reported a position in JMTG in Q4 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 21 shares of JPMorgan Mortgage-Backed Securities ETF worth $1.07K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 10 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $512.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #866 holding.
  • Legacy Wealth Management (Idaho) first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.