WIA
JMTG

World Investment Advisors’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

World Investment Advisors’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 		– Sell
-4,736
Closed -$242K – 1673
2025
Q4 		$242K Sell
4,736
-1,990
-30% -$102K ﹤0.01% 1291
2025
Q3 		$343K Sell
6,726
-3,650
-35% -$184K 0.01% 935
2025
Q2 		$521K Buy
+10,376
New +$521K 0.01% 716

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

World Investment Advisors's JMTG Position: Q1 2026 in Review

World Investment Advisors sold out of JPMorgan Mortgage-Backed Securities ETF (JMTG) in Q1 2026, closing a stake of 4,736 shares — an estimated $242K sold.

World Investment Advisors first reported a position in JMTG in Q2 2025 and held it in 3 quarters. The position peaked at $521K in Q2 2025. 169 funds tracked by Wall St. Rank hold JMTG as of Q1 2026.

  • World Investment Advisors reported no remaining JPMorgan Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • World Investment Advisors sold 4,736 JPMorgan Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $242K.
  • World Investment Advisors first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q2 2025 and held it in 3 quarters.
  • World Investment Advisors's JPMorgan Mortgage-Backed Securities ETF position peaked at $521K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.