P
JMTG

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

&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
Q2 		– Sell
-4,892
Closed -$249K – 2578
2026
Q1 		$249K Sell
4,892
-10,305
-68% -$528K ﹤0.01% 2105
2025
Q4 		$776K Sell
15,197
-74
-0.5% -$3.79K ﹤0.01% 1368
2025
Q3 		$779K Buy
15,271
+3,137
+26% +$158K 0.01% 1207
2025
Q2 		$609K Buy
+12,134
New +$609K ﹤0.01% 1253

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
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 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

&Partners's JMTG Position: Q2 2026 in Review

&Partners sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026, closing a stake of 4,892 shares — an estimated $249K sold.

&Partners first reported a position in JMTG in Q2 2025 and held it in 4 quarters. The position peaked at $779K in Q3 2025. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • &Partners reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • &Partners sold 4,892 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $249K.
  • &Partners first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and held it in 4 quarters.
  • &Partners's JPMorgan Mortgage-Backed Securities ETF position peaked at $779K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.