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BOLTON SECURITIES CORPORATION’s JPMorgan Mortgage-Backed Securities ETF JMTG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$2.61K Hold
54
– – ﹤0.01% 2070
2026
Q2 		$2.74K Hold
54
– – ﹤0.01% 2047
2026
Q1 		$2.75K Buy
+54
New +$2.77K ﹤0.01% 1851
2025
Q3 		$2.75K Buy
+54
New +$2.72K ﹤0.01% 1791

Other funds holding JMTG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JMTG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its JPMorgan Mortgage-Backed Securities ETF (JMTG) position steady in Q3 2026 at 54 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

BOLTON SECURITIES CORPORATION first reported a position in JMTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.75K in Q1 2026. 120 funds tracked by Wall St. Rank hold JMTG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 54 shares of JPMorgan Mortgage-Backed Securities ETF worth $2.61K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its JPMorgan Mortgage-Backed Securities ETF share count unchanged in Q3 2026.
  • JPMorgan Mortgage-Backed Securities ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2070 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in JPMorgan Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's JPMorgan Mortgage-Backed Securities ETF position peaked at $2.75K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held JPMorgan Mortgage-Backed Securities ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.