Rockefeller Capital Management
JMTG

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

Rockefeller 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 		$40.3K Buy
791
+536
+210% +$27.5K ﹤0.01% 3388
2025
Q4 		$13K Sell
255
-1,443
-85% -$73.9K ﹤0.01% 3690
2025
Q3 		$86.6K Buy
+1,698
New +$85.5K ﹤0.01% 2639

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

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

Rockefeller Capital Management increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 210% in Q1 2026, buying an estimated $27.5K and bringing the position to 791 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Rockefeller Capital Management first reported a position in JMTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $86.6K in Q3 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Rockefeller Capital Management held 791 shares of JPMorgan Mortgage-Backed Securities ETF worth $40.3K as of Q1 2026.
  • Rockefeller Capital Management bought 536 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $27.5K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3388 holding.
  • Rockefeller Capital Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's JPMorgan Mortgage-Backed Securities ETF position peaked at $86.6K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.