NFG
JMTG

Nations Financial Group’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Nations Financial 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
Q2 		$523K Buy
10,326
+150
+1% +$7.61K 0.03% 532
2026
Q1 		$519K Sell
10,176
-1,144
-10% -$58.6K 0.03% 527
2025
Q4 		$578K Sell
11,320
-2,350
-17% -$120K 0.03% 482
2025
Q3 		$697K Sell
13,670
-1,003
-7% -$50.5K 0.04% 416
2025
Q2 		$736K Buy
+14,673
New +$736K 0.05% 366

Other funds holding JMTG

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM

Nations Financial Group's JMTG Position: Q2 2026 in Review

Nations Financial Group increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 1.5% in Q2 2026, buying an estimated $7.61K and bringing the position to 10,326 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #532.

Nations Financial Group first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $736K in Q2 2025. 41 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Nations Financial Group held 10,326 shares of JPMorgan Mortgage-Backed Securities ETF worth $523K as of Q2 2026.
  • Nations Financial Group bought 150 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $7.61K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #532 holding.
  • Nations Financial Group first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • Nations Financial Group's JPMorgan Mortgage-Backed Securities ETF position peaked at $736K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.