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
Q2 		$209K Buy
3,419
+3,275
+2,274% +$166K 0.07% 233
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 $1.81T 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

Medallion Wealth Advisors's JMTG Position: Q2 2026 in Review

Medallion Wealth Advisors increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 2,274% in Q2 2026, buying an estimated $166K and bringing the position to 3,419 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #233.

Medallion Wealth Advisors first reported a position in JMTG in Q3 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Medallion Wealth Advisors held 3,419 shares of JPMorgan Mortgage-Backed Securities ETF worth $209K as of Q2 2026.
  • Medallion Wealth Advisors bought 3,275 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $166K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.07% of Medallion Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • Medallion Wealth Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.