Mount Yale Investment Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Mount Yale Investment 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	$3.22M	Buy	+63,573	New	+$3.22M	0.06%	306

Other funds holding JMTG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mount Yale Investment Advisors's JMTG Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026: 63,573 shares worth $3.22M. The stake represents 0.06% of the portfolio and ranks #306 among its holdings.

167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

Mount Yale Investment Advisors held 63,573 shares of JPMorgan Mortgage-Backed Securities ETF worth $3.22M as of Q2 2026.
JPMorgan Mortgage-Backed Securities ETF was a new Mount Yale Investment Advisors position in Q2 2026.
JPMorgan Mortgage-Backed Securities ETF made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #306 holding.
167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.