MWA
JMTG

Medallion Wealth Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Medallion Wealth Advisors’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
Q1 		$7.34K Hold
144
– – ﹤0.01% 812
2025
Q4 		$7.35K Hold
144
– – ﹤0.01% 797
2025
Q3 		$7.34K Buy
+144
New +$7.25K ﹤0.01% 800

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Medallion Wealth Advisors's JMTG Position: Q1 2026 in Review

Medallion Wealth Advisors held its JPMorgan Mortgage-Backed Securities ETF (JMTG) position steady in Q1 2026 at 144 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Medallion Wealth Advisors first reported a position in JMTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.35K in Q4 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Medallion Wealth Advisors held 144 shares of JPMorgan Mortgage-Backed Securities ETF worth $7.34K as of Q1 2026.
  • Medallion Wealth Advisors left its JPMorgan Mortgage-Backed Securities ETF share count unchanged in Q1 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #812 holding.
  • Medallion Wealth Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's JPMorgan Mortgage-Backed Securities ETF position peaked at $7.35K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.