VWA
JMTG

VSM Wealth Advisory’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

VSM Wealth Advisory’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 		– Sell
-176
Closed -$8.98K – 525
2026
Q1 		$8.98K Buy
+176
New +$9.02K ﹤0.01% 373

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

VSM Wealth Advisory's JMTG Position: Q2 2026 in Review

VSM Wealth Advisory sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q2 2026, closing a stake of 176 shares — an estimated $8.98K sold.

VSM Wealth Advisory first reported a position in JMTG in Q1 2026 and held it in 1 quarter. The position peaked at $8.98K in Q1 2026. 167 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • VSM Wealth Advisory reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
  • VSM Wealth Advisory sold 176 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $8.98K.
  • VSM Wealth Advisory first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q1 2026 and held it in 1 quarter.
  • VSM Wealth Advisory's JPMorgan Mortgage-Backed Securities ETF position peaked at $8.98K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.