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
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 $1.56T 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

&Partners's JMTG Position: Q1 2026 in Review

&Partners reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 68% in Q1 2026, selling an estimated $528K and leaving 4,892 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

&Partners first reported a position in JMTG in Q2 2025 and has held it in 4 quarters since. The position peaked at $779K in Q3 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • &Partners held 4,892 shares of JPMorgan Mortgage-Backed Securities ETF worth $249K as of Q1 2026.
  • &Partners sold 10,305 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $528K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2105 holding.
  • &Partners first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • &Partners's JPMorgan Mortgage-Backed Securities ETF position peaked at $779K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.