SPIA
JMTG

Steward Partners Investment Advisory’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Steward Partners Investment Advisory’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 		$424K Buy
8,361
+152
+2% +$7.71K ﹤0.01% 1794
2026
Q1 		$419K Buy
8,209
+1,524
+23% +$78.1K ﹤0.01% 1606
2025
Q4 		$341K Buy
6,685
+1,293
+24% +$66.2K ﹤0.01% 1638
2025
Q3 		$275K Buy
5,392
+4,465
+482% +$225K ﹤0.01% 1699
2025
Q2 		$46.5K Buy
+927
New +$46.5K ﹤0.01% 2518

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

Steward Partners Investment Advisory's JMTG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 1.9% in Q2 2026, buying an estimated $7.71K and bringing the position to 8,361 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Steward Partners Investment Advisory first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Steward Partners Investment Advisory held 8,361 shares of JPMorgan Mortgage-Backed Securities ETF worth $424K as of Q2 2026.
  • Steward Partners Investment Advisory bought 152 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $7.71K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1794 holding.
  • Steward Partners Investment Advisory first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.