JMTG

JPMorgan Mortgage-Backed Securities ETF
JMTG

95 hedge funds and large institutions have $2.23B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$543M
2
+$387M
3
+$235M
4
Ameriprise
Ameriprise
Minnesota
+$176M
5
HC
Hamilton Capital
Ohio
+$152M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.95M
IWC
27
Integrated Wealth Concepts
Massachusetts
$5.65M
EH
28
Equitable Holdings
New York
$4.39M
AAS
29
Avantax Advisory Services
Texas
$4.22M
CWM
30
Cornerstone Wealth Management
Missouri
$4.02M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$3.72M
ACG
32
Allen Capital Group
Nebraska
$3.59M
CFG
33
Citizens Financial Group
Rhode Island
$3.27M
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.64M
CL
35
Choreo LLC
Illinois
$2.54M
PAG
36
Private Advisor Group
New Jersey
$2.42M
ETS
37
ESL Trust Services
New York
$2.18M
Jane Street
38
Jane Street
New York
$2.15M
KP
39
Keel Point
Alabama
$2.11M
VT
40
Vise Technologies
New York
$2.03M
Truist Financial
41
Truist Financial
North Carolina
$1.96M
Mariner
42
Mariner
Kansas
$1.91M
CWM
43
Cadence Wealth Management
Massachusetts
$1.86M
YWS
44
Yarger Wealth Strategies
Ohio
$1.74M
DC
45
Davenport & Co
Virginia
$1.66M
WWM
46
Western Wealth Management
Colorado
$1.65M
MGWM
47
Marks Group Wealth Management
Minnesota
$1.46M
PJSIMP
48
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.27M
PA
49
PFG Advisors
Arizona
$1.23M
BPA
50
Beacon Pointe Advisors
California
$1.22M
1
2
3 4