JPMorgan Mortgage-Backed Securities ETF
JMTG
167 hedge funds and large institutions have $6.18B invested in JPMorgan Mortgage-Backed Securities ETF in 2026 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 21 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 54
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
3% less capital invested
Capital invested by funds: $6.35B → $6.18B (-$169M)
1% less funds holding
Funds holding: 169 → 167 (-2)
5.34% less ownership
Funds ownership: 97.02% → 91.68% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
+$28.3M |
| 2 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$24.4M |
| 3 |
AIM
Acropolis Investment Management
St. Louis,
Missouri
|
+$18M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.9M |
| 5 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$84.3M |
| 2 |
Morgan Stanley
New York
|
-$60M |
| 3 |
JP Morgan Chase
New York
|
-$55.7M |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$49.9M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$10.7M |
JMTG Hedge Fund Activity: Q2 2026 in Review
167 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Mortgage-Backed Securities ETF (JMTG) for Q2 2026, worth a combined $6.18B — down 2.7% from $6.35B a quarter earlier.
Fund positioning in JMTG was balanced in Q2 2026: 21 funds opened new positions, 21 closed out, 67 added to existing stakes and 54 trimmed.
The largest buyer was Diversified Portfolios Inc, adding an estimated $28.3M. The largest seller was NorthRock Partners, cutting an estimated $84.3M.
- 167 institutional investors held JPMorgan Mortgage-Backed Securities ETF (JMTG) as of Q2 2026, down from 169 in Q1 2026.
- Funds reported $6.18B of JPMorgan Mortgage-Backed Securities ETF stock for Q2 2026, down 2.7% quarter-over-quarter.
- 21 funds opened new JPMorgan Mortgage-Backed Securities ETF positions in Q2 2026 and 21 closed out, a net change of 0 holders.
- The largest JPMorgan Mortgage-Backed Securities ETF buyer in Q2 2026 was Diversified Portfolios Inc, an estimated $28.3M added.
- The largest JPMorgan Mortgage-Backed Securities ETF seller in Q2 2026 was NorthRock Partners, an estimated $84.3M sold.
Based on aggregated 13F filings for Q2 2026.