SPC
JMTG

Sigma Planning Corp’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Sigma Planning Corp’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 		$1.71M Sell
33,614
-4,687
-12% -$240K 0.05% 375
2025
Q4 		$1.96M Buy
38,301
+1,678
+5% +$85.9K 0.05% 338
2025
Q3 		$1.87M Buy
+36,623
New +$1.85M 0.05% 343

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

Sigma Planning Corp's JMTG Position: Q1 2026 in Review

Sigma Planning Corp reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 12% in Q1 2026, selling an estimated $240K and leaving 33,614 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #375.

Sigma Planning Corp first reported a position in JMTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.96M in Q4 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Sigma Planning Corp held 33,614 shares of JPMorgan Mortgage-Backed Securities ETF worth $1.71M as of Q1 2026.
  • Sigma Planning Corp sold 4,687 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $240K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #375 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's JPMorgan Mortgage-Backed Securities ETF position peaked at $1.96M in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.