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JMTG

JPMorgan Mortgage-Backed Securities ETF
JMTG

96 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 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+96
Holders Change %
–
% of All Funds
1.26%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
% of All Funds
0.11%
New
96
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$543M
2
NP
NorthRock Partners
Minnesota
+$387M
3
LPL Financial
LPL Financial
California
+$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 +$7.95M +158,356 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$5.65M +$5.65M +112,637 New
EH
28
Equitable Holdings
New York
$4.39M +$4.39M +87,535 New
AAS
29
Avantax Advisory Services
Texas
$4.22M +$4.22M +84,052 New
CWM
30
Cornerstone Wealth Management
Missouri
$4.02M +$4.02M +80,164 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$3.72M +$3.72M +74,185 New
ACG
32
Allen Capital Group
Nebraska
$3.59M +$3.59M +71,467 New
CFG
33
Citizens Financial Group
Rhode Island
$3.27M +$3.27M +65,113 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.64M +$2.64M +52,546 New
CL
35
Choreo LLC
Illinois
$2.54M +$2.54M +50,552 New
PAG
36
Private Advisor Group
New Jersey
$2.42M +$2.42M +48,162 New
ETS
37
ESL Trust Services
New York
$2.18M +$2.18M +43,356 New
Jane Street
38
Jane Street
New York
$2.15M +$2.15M +42,892 New
FNBOO
39
First National Bank of Omaha
Nebraska
$2.13M +$2.13M +42,463 New
KP
40
Keel Point
Alabama
$2.11M +$2.11M +41,992 New
VT
41
Vise Technologies
New York
$2.03M +$2.03M +40,365 New
Truist Financial
42
Truist Financial
North Carolina
$1.96M +$1.97M +39,288 New
Mariner
43
Mariner
Kansas
$1.91M +$1.91M +38,064 New
CWM
44
Cadence Wealth Management
Massachusetts
$1.86M +$1.86M +37,003 New
YWS
45
Yarger Wealth Strategies
Ohio
$1.74M +$1.74M +34,712 New
DC
46
Davenport & Co
Virginia
$1.66M +$1.66M +33,158 New
WWM
47
Western Wealth Management
Colorado
$1.65M +$1.65M +32,823 New
MGWM
48
Marks Group Wealth Management
Minnesota
$1.46M +$1.46M +29,007 New
PJSIMP
49
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.27M +$1.27M +25,271 New
PA
50
PFG Advisors
Arizona
$1.23M +$1.23M +24,472 New
1
2
3 4

JMTG Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Mortgage-Backed Securities ETF (JMTG) for Q2 2025, worth a combined $2.23B.

Buyers outnumbered sellers: 96 funds opened new JMTG positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $543M.

  • 96 institutional investors held JPMorgan Mortgage-Backed Securities ETF (JMTG) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $2.23B of JPMorgan Mortgage-Backed Securities ETF stock for Q2 2025.
  • 96 funds opened new JPMorgan Mortgage-Backed Securities ETF positions in Q2 2025 and 0 closed out, a net change of +96 holders.
  • The largest JPMorgan Mortgage-Backed Securities ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $543M added.

Based on aggregated 13F filings for Q2 2025.