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
Q2 		$1.06M Sell
20,889
-12,725
-38% -$645K 0.03% 579
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 $1.81T 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

Sigma Planning Corp's JMTG Position: Q2 2026 in Review

Sigma Planning Corp reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 38% in Q2 2026, selling an estimated $645K and leaving 20,889 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #579.

Sigma Planning Corp first reported a position in JMTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.96M in Q4 2025. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Sigma Planning Corp held 20,889 shares of JPMorgan Mortgage-Backed Securities ETF worth $1.06M as of Q2 2026.
  • Sigma Planning Corp sold 12,725 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $645K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #579 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • Sigma Planning Corp's JPMorgan Mortgage-Backed Securities ETF position peaked at $1.96M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.