JMTG

JPMorgan Mortgage-Backed Securities ETF
JMTG

Overview Fund Activity

94 hedge funds and large institutions have $2.2B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+94
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
94
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
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 		Shares
Change %
EH
26
Equitable Holdings
New York
$4.39M +$4.39M +87,535 New
AAS
27
Avantax Advisory Services
Texas
$4.22M +$4.22M +84,052 New
CWM
28
Cornerstone Wealth Management
Missouri
$4.02M +$4.02M +80,164 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$3.72M +$3.72M +74,185 New
ACG
30
Allen Capital Group
Nebraska
$3.59M +$3.59M +71,467 New
CFG
31
Citizens Financial Group
Rhode Island
$3.27M +$3.27M +65,113 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.64M +$2.64M +52,546 New
CL
33
Choreo LLC
Illinois
$2.54M +$2.54M +50,552 New
PAG
34
Private Advisor Group
New Jersey
$2.42M +$2.42M +48,162 New
ETS
35
ESL Trust Services
New York
$2.18M +$2.18M +43,356 New
Jane Street
36
Jane Street
New York
$2.15M +$2.15M +42,892 New
KP
37
Keel Point
Alabama
$2.11M +$2.11M +41,992 New
VT
38
Vise Technologies
New York
$2.03M +$2.03M +40,365 New
Truist Financial
39
Truist Financial
North Carolina
$1.96M +$1.96M +39,288 New
Mariner
40
Mariner
Kansas
$1.91M +$1.91M +38,064 New
CWM
41
Cadence Wealth Management
Massachusetts
$1.86M +$1.86M +37,003 New
YWS
42
Yarger Wealth Strategies
Ohio
$1.74M +$1.74M +34,712 New
DC
43
Davenport & Co
Virginia
$1.66M +$1.66M +33,158 New
WWM
44
Western Wealth Management
Colorado
$1.65M +$1.65M +32,823 New
MGWM
45
Marks Group Wealth Management
Minnesota
$1.46M +$1.46M +29,007 New
PJSIMP
46
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.27M +$1.27M +25,271 New
PA
47
PFG Advisors
Arizona
$1.23M +$1.23M +24,472 New
BPA
48
Beacon Pointe Advisors
California
$1.22M +$1.22M +24,392 New
JWCA
49
J.W. Coons Advisors
Ohio
$871K +$871K +17,355 New
Creative Planning
50
Creative Planning
Kansas
$855K +$855K +17,028 New
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