Private Wealth Asset Management’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Private Wealth Asset Management’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	$152	Buy	+3	New	+$152	﹤0.01%	922

Other funds holding JMTG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Private Wealth Asset Management's JMTG Position: Q2 2026 in Review

Private Wealth Asset Management opened a new position in JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026: 3 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings.

167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

Private Wealth Asset Management held 3 shares of JPMorgan Mortgage-Backed Securities ETF worth $152 as of Q2 2026.
JPMorgan Mortgage-Backed Securities ETF was a new Private Wealth Asset Management position in Q2 2026.
JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #922 holding.
167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.