MGWM
JMTG

Marks Group Wealth Management’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Marks Group Wealth 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
2025
Q3 		– Sell
-29,007
Closed -$1.46M – 307
2025
Q2 		$1.46M Buy
+29,007
New +$1.46M 0.14% 147

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return

Marks Group Wealth Management's JMTG Position: Q3 2025 in Review

Marks Group Wealth Management sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q3 2025, closing a stake of 29,007 shares — an estimated $1.46M sold.

Marks Group Wealth Management first reported a position in JMTG in Q2 2025 and held it in 1 quarter. The position peaked at $1.46M in Q2 2025. 135 funds tracked by Wall St. Rank hold JMTG as of Q3 2025.

  • Marks Group Wealth Management reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 29,007 JPMorgan Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $1.46M.
  • Marks Group Wealth Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's JPMorgan Mortgage-Backed Securities ETF position peaked at $1.46M in Q2 2025.
  • 135 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2025.

Based on Marks Group Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.