Wealth Enhancement Advisory Services
JMTG

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

Wealth Enhancement Advisory Services’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 		$98.7M Buy
1,960,299
+99,728
+5% +$5.06M 0.17% 111
2026
Q1 		$94.7M Sell
1,860,571
-1,112,425
-37% -$57M 0.19% 98
2025
Q4 		$152M Buy
2,972,996
+48,937
+2% +$2.5M 0.21% 86
2025
Q3 		$149M Buy
2,924,059
+108,757
+4% +$5.48M 0.23% 87
2025
Q2 		$141M Buy
+2,815,302
New +$141M 0.23% 82

Other funds holding JMTG

AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
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
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's JMTG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 5.4% in Q2 2026, buying an estimated $5.06M and bringing the position to 1,960,299 shares worth $98.7M. The position accounts for 0.17% of the portfolio, ranked #111.

Wealth Enhancement Advisory Services first reported a position in JMTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $152M in Q4 2025. 25 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,960,299 shares of JPMorgan Mortgage-Backed Securities ETF worth $98.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 99,728 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $5.06M.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.17% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #111 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Mortgage-Backed Securities ETF position peaked at $152M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.