MG
JMTG

Mather Group’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Mather Group’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 		$32.5K Buy
642
+432
+206% +$21.9K ﹤0.01% 1213
2026
Q1 		$10.7K Buy
+210
New +$10.8K ﹤0.01% 1436

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 $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

Mather Group's JMTG Position: Q2 2026 in Review

Mather Group increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 206% in Q2 2026, buying an estimated $21.9K and bringing the position to 642 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Mather Group first reported a position in JMTG in Q1 2026 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Mather Group held 642 shares of JPMorgan Mortgage-Backed Securities ETF worth $32.5K as of Q2 2026.
  • Mather Group bought 432 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $21.9K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1213 holding.
  • Mather Group first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.