Stifel Financial
JMTG

Stifel Financial’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Stifel Financial’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 		$13M Buy
254,933
+7,768
+3% +$398K 0.01% 832
2025
Q4 		$12.6M Buy
247,165
+10,659
+5% +$546K 0.01% 837
2025
Q3 		$12.1M Sell
236,506
-319
-0.1% -$16.1K 0.01% 856
2025
Q2 		$11.9M Buy
+236,825
New +$11.9M 0.01% 806

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

Stifel Financial's JMTG Position: Q1 2026 in Review

Stifel Financial increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 3.1% in Q1 2026, buying an estimated $398K and bringing the position to 254,933 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #832.

Stifel Financial first reported a position in JMTG in Q2 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Stifel Financial held 254,933 shares of JPMorgan Mortgage-Backed Securities ETF worth $13M as of Q1 2026.
  • Stifel Financial bought 7,768 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $398K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #832 holding.
  • Stifel Financial first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.