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JMTG

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

NewEdge 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 		$3.11M Sell
60,956
-40,160
-40% -$2.06M 0.01% 886
2025
Q4 		$5.16M Buy
101,116
+13,826
+16% +$708K 0.02% 646
2025
Q3 		$4.45M Buy
87,290
+79,798
+1,065% +$4.02M 0.02% 677
2025
Q2 		$376K Buy
+7,492
New +$376K ﹤0.01% 1873

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

NewEdge Advisors's JMTG Position: Q1 2026 in Review

NewEdge Advisors reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 40% in Q1 2026, selling an estimated $2.06M and leaving 60,956 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #886.

NewEdge Advisors first reported a position in JMTG in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.16M in Q4 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • NewEdge Advisors held 60,956 shares of JPMorgan Mortgage-Backed Securities ETF worth $3.11M as of Q1 2026.
  • NewEdge Advisors sold 40,160 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $2.06M.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #886 holding.
  • NewEdge Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's JPMorgan Mortgage-Backed Securities ETF position peaked at $5.16M in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.