MPWT
JMTG

MassMutual Private Wealth & Trust’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

MassMutual Private Wealth & Trust’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 		$418K Buy
8,255
+15
+0.2% +$761 0.01% 335
2026
Q1 		$420K Sell
8,240
-294
-3% -$15.1K 0.01% 325
2025
Q4 		$436K Buy
+8,534
New +$437K 0.01% 324

Other funds holding JMTG

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's JMTG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 0.18% in Q2 2026, buying an estimated $761 and bringing the position to 8,255 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #335.

MassMutual Private Wealth & Trust first reported a position in JMTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 67 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 8,255 shares of JPMorgan Mortgage-Backed Securities ETF worth $418K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 15 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $761.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #335 holding.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • MassMutual Private Wealth & Trust's JPMorgan Mortgage-Backed Securities ETF position peaked at $436K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.