PP
JMTG

Pacifica Partners’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Pacifica 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
2026
Q1 		– Sell
-670
Closed -$34.1K – 488
2025
Q4 		$34.1K Buy
670
+7
+1% +$358 0.02% 208
2025
Q3 		$33.7K Buy
+663
New +$33.4K 0.01% 232

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

Pacifica Partners's JMTG Position: Q1 2026 in Review

Pacifica Partners sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q1 2026, closing a stake of 670 shares — an estimated $34.1K sold.

Pacifica Partners first reported a position in JMTG in Q3 2025 and held it in 2 quarters. The position peaked at $34.1K in Q4 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Pacifica Partners reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Pacifica Partners sold 670 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $34.1K.
  • Pacifica Partners first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and held it in 2 quarters.
  • Pacifica Partners's JPMorgan Mortgage-Backed Securities ETF position peaked at $34.1K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Pacifica Partners's 13F filing for Q1 2026, filed 9 Apr 2026.