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JMTG

JPMorgan Mortgage-Backed Securities ETF

169 hedge funds and large institutions have $6.3B invested in JPMorgan Mortgage-Backed Securities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

6% more capital invested

Capital invested by funds: $5.97B → $6.3B (+$334M)

3.16% more ownership

Funds ownership: 93.12%96.28% (+3.2%)

2% more funds holding

Funds holding: 165169 (+4)

Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
2.08%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
21
Increased
70
Reduced
45
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.48B +$424M +8,271,650 +20%
Bank of America
2
Bank of America
North Carolina
$730M -$14.1M -274,973 -2%
NP
3
NorthRock Partners
Minnesota
$497M +$34.5M +672,967 +7%
Morgan Stanley
4
Morgan Stanley
New York
$284M -$49M -956,933 -15%
LPL Financial
5
LPL Financial
California
$244M -$12.2M -238,024 -5%
HC
6
Hamilton Capital
Ohio
$194M +$7.6M +148,413 +4%
Ameriprise
7
Ameriprise
Minnesota
$182M -$78.8M -1,538,115 -30%
M&T Bank
8
M&T Bank
New York
$171M -$45.6M -889,752 -21%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$94.7M -$57M -1,112,425 -37%
AIM
10
Acropolis Investment Management
Missouri
$88M +$18.5M +360,957 +26%
JIC
11
Johnson Investment Counsel
Ohio
$80.2M +$80.6M +1,573,528 New
B
12
Bailard
California
$74.3M +$290K +5,659 +0.4%
AT
13
Avalon Trust
New Mexico
$68.2M +$291K +5,678 +0.4%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$51.8M +$1.56M +30,437 +3%
KAS
15
Kestra Advisory Services
Texas
$50.9M +$4.55M +88,838 +10%
SIA
16
SkyView Investment Advisors
New Jersey
$49.9M -$504K -9,839 -1%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$49.9M +$8.63M +168,443 +21%
OPAM
18
Ocean Park Asset Management
California
$45.9M
OIA
19
OneDigital Investment Advisors
Kansas
$45.4M +$622K +12,150 +1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$44.4M +$1.72M +33,624 +4%
FNT
21
First National Trust
Pennsylvania
$42.9M +$5.31M +103,648 +14%
GIM
22
Goelzer Investment Management
Indiana
$41.8M +$518K +10,116 +1%
BFA
23
Bill Few Associates
Pennsylvania
$39.6M +$935K +18,242 +2%
BWP
24
BlueStem Wealth Partners
Minnesota
$37.3M +$9.9M +193,267 +36%
CRC
25
Curi RMB Capital
Illinois
$34.4M +$8.71M +170,062 +34%