MWM
JMTG

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

Mascoma 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
2026
Q2 		– Sell
-1,630
Closed -$83.1K – 636
2026
Q1 		$83.1K Buy
+1,630
New +$83.5K 0.02% 147

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

Mascoma Wealth Management's JMTG Position: Q2 2026 in Review

Mascoma Wealth Management sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026, closing a stake of 1,630 shares — an estimated $83.1K sold.

Mascoma Wealth Management first reported a position in JMTG in Q1 2026 and held it in 1 quarter. The position peaked at $83.1K in Q1 2026. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Mascoma Wealth Management reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,630 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $83.1K.
  • Mascoma Wealth Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q1 2026 and held it in 1 quarter.
  • Mascoma Wealth Management's JPMorgan Mortgage-Backed Securities ETF position peaked at $83.1K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.