Midwest Trust
JMTG icon

Midwest Trust’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Midwest 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
Q3 		– Sell
-7,374
Closed -$374K – 656
2026
Q2 		$374K Sell
7,374
-1,899
-20% -$96.3K ﹤0.01% 493
2026
Q1 		$473K Hold
9,273
– – 0.01% 447
2025
Q4 		$473K Sell
9,273
-2,318
-20% -$119K 0.01% 438
2025
Q3 		$591K Buy
+11,591
New +$584K 0.01% 408

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
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 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

Midwest Trust's JMTG Position: Q3 2026 in Review

Midwest Trust sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q3 2026, closing a stake of 7,374 shares — an estimated $374K sold.

Midwest Trust first reported a position in JMTG in Q3 2025 and held it in 4 quarters. The position peaked at $591K in Q3 2025. 56 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

  • Midwest Trust reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Midwest Trust sold 7,374 JPMorgan Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $374K.
  • Midwest Trust first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and held it in 4 quarters.
  • Midwest Trust's JPMorgan Mortgage-Backed Securities ETF position peaked at $591K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.