Truist Financial
JMTG

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

Truist 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
Q2 		$2.21M Buy
43,549
+6,575
+18% +$333K ﹤0.01% 1338
2026
Q1 		$1.89M Sell
36,974
-824
-2% -$42.2K ﹤0.01% 1362
2025
Q4 		$1.93M Buy
37,798
+1,514
+4% +$77.5K ﹤0.01% 1311
2025
Q3 		$1.85M Sell
36,284
-3,004
-8% -$151K ﹤0.01% 1377
2025
Q2 		$1.96M Buy
+39,288
New +$1.97M ﹤0.01% 1291

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

Truist Financial's JMTG Position: Q2 2026 in Review

Truist Financial increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 18% in Q2 2026, buying an estimated $333K and bringing the position to 43,549 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Truist Financial 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.

  • Truist Financial held 43,549 shares of JPMorgan Mortgage-Backed Securities ETF worth $2.21M as of Q2 2026.
  • Truist Financial bought 6,575 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $333K.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1338 holding.
  • Truist Financial 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 Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.