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
Q2 		$2.42K Buy
48
+1
+2% +$51 ﹤0.01% 1173
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 $1.81T 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 29.18% 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

Strategic Wealth Partners's JMTG Position: Q2 2026 in Review

Strategic Wealth Partners increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 2.1% in Q2 2026, buying an estimated $51 and bringing the position to 48 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Strategic Wealth Partners 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.

  • Strategic Wealth Partners held 48 shares of JPMorgan Mortgage-Backed Securities ETF worth $2.42K as of Q2 2026.
  • Strategic Wealth Partners bought 1 JPMorgan Mortgage-Backed Securities ETF share in Q2 2026, an estimated $51.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1173 holding.
  • Strategic Wealth Partners 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 Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.