VT
JMTG

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
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 $1.56T 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

Vise Technologies's JMTG Position: Q1 2026 in Review

Vise Technologies held its JPMorgan Mortgage-Backed Securities ETF (JMTG) position steady in Q1 2026 at 16,206 shares worth $827K. The position accounts for 0.02% of the portfolio, ranked #653.

Vise Technologies first reported a position in JMTG in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q2 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • Vise Technologies held 16,206 shares of JPMorgan Mortgage-Backed Securities ETF worth $827K as of Q1 2026.
  • Vise Technologies left its JPMorgan Mortgage-Backed Securities ETF share count unchanged in Q1 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #653 holding.
  • Vise Technologies first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 3 quarters since.
  • Vise Technologies's JPMorgan Mortgage-Backed Securities ETF position peaked at $2.03M in Q2 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.