SC
JMTG

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

Savant Capital’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 		$206K Sell
4,060
-1,479
-27% -$75K ﹤0.01% 1724
2026
Q1 		$282K Sell
5,539
-974
-15% -$49.9K ﹤0.01% 1214
2025
Q4 		$333K Sell
6,513
-828
-11% -$42.4K ﹤0.01% 1005
2025
Q3 		$374K Sell
7,341
-1,060
-13% -$53.4K ﹤0.01% 919
2025
Q2 		$422K Buy
+8,401
New +$422K ﹤0.01% 818

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 29.2% 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

Savant Capital's JMTG Position: Q2 2026 in Review

Savant Capital reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 27% in Q2 2026, selling an estimated $75K and leaving 4,060 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Savant Capital first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $422K in Q2 2025. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Savant Capital held 4,060 shares of JPMorgan Mortgage-Backed Securities ETF worth $206K as of Q2 2026.
  • Savant Capital sold 1,479 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $75K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1724 holding.
  • Savant Capital first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • Savant Capital's JPMorgan Mortgage-Backed Securities ETF position peaked at $422K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.