SWP
JMTG

Strategic Wealth Partners’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Strategic Wealth Partners’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 		$2.41K Hold
47
– – ﹤0.01% 1149
2025
Q4 		$2.39K Buy
47
+1
+2% +$51 ﹤0.01% 1179
2025
Q3 		$2.36K Hold
46
– – ﹤0.01% 1155
2025
Q2 		$2.31K Buy
+46
New +$2.31K ﹤0.01% 996

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

Strategic Wealth Partners's JMTG Position: Q1 2026 in Review

Strategic Wealth Partners held its JPMorgan Mortgage-Backed Securities ETF (JMTG) position steady in Q1 2026 at 47 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Strategic Wealth Partners 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.

  • Strategic Wealth Partners held 47 shares of JPMorgan Mortgage-Backed Securities ETF worth $2.41K as of Q1 2026.
  • Strategic Wealth Partners left its JPMorgan Mortgage-Backed Securities ETF share count unchanged in Q1 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1149 holding.
  • Strategic Wealth Partners 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.