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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
Raymond James Financial
26
Raymond James Financial
Florida
$33.9M -$1.27M -24,775 -4%
TIM
27
Tortoise Investment Management
New York
$31.4M +$29.5M +576,579 +1,491%
FNBSF
28
First National Bank Sioux Falls
South Dakota
$31.2M +$1.56M +30,460 +5%
SA
29
Sanctuary Advisors
Indiana
$28.5M +$3.29M +64,127 +13%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$27.8M +$2.09M +40,803 +8%
Wells Fargo
31
Wells Fargo
California
$26.9M +$2.3M +44,858 +9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$25.5M +$9.56M +186,690 +60%
FTC
33
Farmers Trust Company
Ohio
$24.9M +$875K +17,086 +4%
APG
34
Abacus Planning Group
South Carolina
$23.9M -$4.08M -79,689 -15%
HAG
35
HighPoint Advisor Group
Illinois
$22.9M +$9.22M +179,947 +67%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$17.9M +$2.04M +39,882 +13%
CWA
37
Choice Wealth Advisors
Maine
$16.6M +$457K +8,913 +3%
SIM
38
SSI Investment Management
California
$15.7M +$7.84M +152,967 +98%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$15.2M -$34.4M -670,593 -69%
MWM
40
Modern Wealth Management
Kansas
$13.9M -$180K -3,504 -1%
T
41
TrustBank
Illinois
$13.2M +$414K +8,085 +3%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$13.1M +$1.67M +32,625 +14%
Stifel Financial
43
Stifel Financial
Missouri
$13M +$398K +7,768 +3%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$10.7M -$4.91M -95,798 -31%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$9.89M +$5.78M +112,770 +139%
IWP
46
Invenio Wealth Partners
Florida
$8.23M +$8.27M +161,427 New
BHPW
47
Beverly Hills Private Wealth
California
$7.64M +$761K +14,855 +11%
EH
48
Equitable Holdings
New York
$7.46M +$335K +6,533 +5%
UBS Group
49
UBS Group
Switzerland
$7.38M -$5.55M -108,377 -43%
CPBTD
50
Central Pacific Bank - Trust Division
Hawaii
$6.9M +$3.39M +66,245 +96%