WANY
JMTG

Wealthspire Advisors (New York)’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-63
Closed -$3.21K – 3068
2025
Q3 		$3.21K Buy
+63
New +$3.17K ﹤0.01% 2467

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s JMTG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q4 2025, closing a stake of 63 shares — an estimated $3.21K sold.

Wealthspire Advisors (New York) first reported a position in JMTG in Q3 2025 and held it in 1 quarter. The position peaked at $3.21K in Q3 2025. 165 funds tracked by Wall St. Rank hold JMTG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 63 JPMorgan Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $3.21K.
  • Wealthspire Advisors (New York) first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s JPMorgan Mortgage-Backed Securities ETF position peaked at $3.21K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.