WETS
JMTG

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

Wealth Enhancement Trust 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 		$5.34M Buy
105,281
+6,942
+7% +$352K 0.59% 42
2026
Q1 		$5.02M Buy
98,339
+222
+0.2% +$11.4K 0.61% 43
2025
Q4 		$5.01M Buy
+98,117
New +$5.02M 0.63% 44

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.63B AUM 42.75% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 19.75% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its JPMorgan Mortgage-Backed Securities ETF (JMTG) stake by 7.1% in Q2 2026, buying an estimated $352K and bringing the position to 105,281 shares worth $5.34M. The position accounts for 0.59% of the portfolio, ranked #42.

Wealth Enhancement Trust Services first reported a position in JMTG in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold JMTG as of Q2 2026.

  • Wealth Enhancement Trust Services held 105,281 shares of JPMorgan Mortgage-Backed Securities ETF worth $5.34M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 6,942 JPMorgan Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $352K.
  • JPMorgan Mortgage-Backed Securities ETF made up 0.59% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #42 holding.
  • Wealth Enhancement Trust Services first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q2 2026.

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