Sigma Planning Corp
JMTG icon

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
Q3 		– Sell
-20,889
Closed -$1.06M – 1474
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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Sigma Planning Corp's JMTG Position: Q3 2026 in Review

Sigma Planning Corp sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q3 2026, closing a stake of 20,889 shares — an estimated $1.06M sold.

Sigma Planning Corp first reported a position in JMTG in Q3 2025 and held it in 4 quarters. The position peaked at $1.96M in Q4 2025. 49 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

  • Sigma Planning Corp reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 20,889 JPMorgan Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $1.06M.
  • Sigma Planning Corp first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and held it in 4 quarters.
  • Sigma Planning Corp's JPMorgan Mortgage-Backed Securities ETF position peaked at $1.96M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.