TCM
JMTG

Triumph Capital Management’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Triumph Capital Management’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 		$15.4K Hold
304
– – ﹤0.01% 1023
2026
Q1 		$15.5K Hold
304
– – ﹤0.01% 969
2025
Q4 		$15.5K Buy
+304
New +$15.6K ﹤0.01% 940

Other funds holding JMTG

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Wealth Enhancement Advisory Services
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OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Triumph Capital Management's JMTG Position: Q2 2026 in Review

Triumph Capital Management held its JPMorgan Mortgage-Backed Securities ETF (JMTG) position steady in Q2 2026 at 304 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Triumph Capital Management first reported a position in JMTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.5K in Q4 2025. 35 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Triumph Capital Management held 304 shares of JPMorgan Mortgage-Backed Securities ETF worth $15.4K as of Q2 2026.
  • Triumph Capital Management left its JPMorgan Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1023 holding.
  • Triumph Capital Management first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's JPMorgan Mortgage-Backed Securities ETF position peaked at $15.5K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.