OBWP
JMTG

O'Brien Wealth Partners’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

O'Brien Wealth Partners’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
2025
Q4 		$49.3M Buy
965,974
+13,774
+1% +$705K 6.52% 7
2025
Q3 		$48.6M Buy
+952,200
New +$48M 6.58% 6

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 29.2% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

O'Brien Wealth Partners's JMTG Position: Q4 2025 in Review

O'Brien Wealth Partners increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 1.4% in Q4 2025, buying an estimated $705K and bringing the position to 965,974 shares worth $49.3M. The position accounts for 6.52% of the portfolio, ranked #7.

O'Brien Wealth Partners first reported a position in JMTG in Q3 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold JMTG as of Q4 2025.

  • O'Brien Wealth Partners held 965,974 shares of JPMorgan Mortgage-Backed Securities ETF worth $49.3M as of Q4 2025.
  • O'Brien Wealth Partners bought 13,774 JPMorgan Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $705K.
  • JPMorgan Mortgage-Backed Securities ETF made up 6.52% of O'Brien Wealth Partners's portfolio in Q4 2025, its #7 holding.
  • O'Brien Wealth Partners first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.