SIS
JMTG

Sound Income Strategies’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Sound Income Strategies’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 		– Sell
-27
Closed -$1.37K – 2563
2026
Q1 		$1.37K Hold
27
– – ﹤0.01% 2239
2025
Q4 		$1.38K Hold
27
– – ﹤0.01% 2224
2025
Q3 		$1.38K Hold
27
– – ﹤0.01% 1403
2025
Q2 		$1.35K Buy
+27
New +$1.35K ﹤0.01% 1323

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.63B AUM 42.75% 1-Year Est. Return

Sound Income Strategies's JMTG Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026, closing a stake of 27 shares — an estimated $1.37K sold.

Sound Income Strategies first reported a position in JMTG in Q2 2025 and held it in 4 quarters. The position peaked at $1.38K in Q4 2025. 134 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Sound Income Strategies reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 27 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.37K.
  • Sound Income Strategies first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and held it in 4 quarters.
  • Sound Income Strategies's JPMorgan Mortgage-Backed Securities ETF position peaked at $1.38K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.