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Vise Technologies’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Vise Technologies’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 		$740K Sell
14,605
-1,601
-10% -$81.2K 0.01% 949
2026
Q1 		$827K Hold
16,206
– – 0.02% 653
2025
Q4 		$827K Buy
+16,206
New +$829K 0.02% 658
2025
Q3 		– Sell
-40,365
Closed -$2.03M – 1238
2025
Q2 		$2.03M Buy
+40,365
New +$2.03M 0.08% 255

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 $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vise Technologies's JMTG Position: Q2 2026 in Review

Vise Technologies reduced its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 9.9% in Q2 2026, selling an estimated $81.2K and leaving 14,605 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #949.

Vise Technologies first reported a position in JMTG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q2 2025. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Vise Technologies held 14,605 shares of JPMorgan Mortgage-Backed Securities ETF worth $740K as of Q2 2026.
  • Vise Technologies sold 1,601 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $81.2K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #949 holding.
  • Vise Technologies first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • Vise Technologies's JPMorgan Mortgage-Backed Securities ETF position peaked at $2.03M in Q2 2025.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.