Mather Group
JMTG icon

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
Q3 		$85K Buy
1,759
+1,117
+174% +$55.7K ﹤0.01% 1001
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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Mather Group's JMTG Position: Q3 2026 in Review

Mather Group increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 174% in Q3 2026, buying an estimated $55.7K and bringing the position to 1,759 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Mather Group first reported a position in JMTG in Q1 2026 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

  • Mather Group held 1,759 shares of JPMorgan Mortgage-Backed Securities ETF worth $85K as of Q3 2026.
  • Mather Group bought 1,117 JPMorgan Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $55.7K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1001 holding.
  • Mather Group first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q1 2026 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.