RCM
JMTG

Raleigh Capital Management’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Raleigh Capital 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
Q1 		– Sell
-256
Closed -$13.1K – 808
2025
Q4 		$13.1K Buy
+256
New +$13.1K ﹤0.01% 375

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

Raleigh Capital Management's JMTG Position: Q1 2026 in Review

Raleigh Capital Management sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q1 2026, closing a stake of 256 shares — an estimated $13.1K sold.

Raleigh Capital Management first reported a position in JMTG in Q4 2025 and held it in 1 quarter. The position peaked at $13.1K in Q4 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Raleigh Capital Management reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Raleigh Capital Management sold 256 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $13.1K.
  • Raleigh Capital Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and held it in 1 quarter.
  • Raleigh Capital Management's JPMorgan Mortgage-Backed Securities ETF position peaked at $13.1K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.