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
Q2 		$116K Buy
2,282
+1,491
+188% +$75.6K ﹤0.01% 2904
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 $1.81T 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

Rockefeller Capital Management's JMTG Position: Q2 2026 in Review

Rockefeller Capital Management increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 188% in Q2 2026, buying an estimated $75.6K and bringing the position to 2,282 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Rockefeller Capital Management first reported a position in JMTG in Q3 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Rockefeller Capital Management held 2,282 shares of JPMorgan Mortgage-Backed Securities ETF worth $116K as of Q2 2026.
  • Rockefeller Capital Management bought 1,491 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $75.6K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2904 holding.
  • Rockefeller Capital Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.