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JMTG

JPMorgan Mortgage-Backed Securities ETF

135 hedge funds and large institutions have $5.3B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

137% more capital invested

Capital invested by funds: $2.23B → $5.3B (+$3.06B)

88.54% more ownership

Funds ownership: 0%88.54% (+89%)

41% more funds holding

Funds holding: 96135 (+39)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
135
Holders Change
+39
Holders Change %
+40.63%
% of All Funds
1.77%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
52
Increased
33
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$25M +$3.11M +61,649 +14%
BAS
27
Brueske Advisory Services
Washington
$24M -$49.8K -989 -0.2%
Raymond James Financial
28
Raymond James Financial
Florida
$23.1M -$1.3M -25,900 -5%
Wells Fargo
29
Wells Fargo
California
$20.8M -$2.22M -44,145 -10%
SA
30
Sanctuary Advisors
Indiana
$16.9M +$2.24M +44,519 +16%
CWA
31
Choice Wealth Advisors
Maine
$15.9M -$31.2K -619 -0.2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$14.5M +$14.3M +284,727 New
MWM
33
Modern Wealth Management
Kansas
$14.1M +$159K +3,156 +1%
UBS Group
34
UBS Group
Switzerland
$14M -$179K -3,559 -1%
Osaic Holdings
35
Osaic Holdings
Arizona
$13.5M -$1.36M -27,032 -9%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$12.6M +$12.5M +247,960 New
Stifel Financial
37
Stifel Financial
Missouri
$12.1M -$16.1K -319 -0.1%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$9.25M +$9.16M +181,799 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$5.72M -$20.9K -414 -0.4%
EH
40
Equitable Holdings
New York
$5.27M +$797K +15,813 +18%
BAS
41
Breakthru Advisory Services
Wisconsin
$4.97M +$4.91M +97,393 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$4.62M +$4M +79,434 +711%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$4.52M -$3.51M -69,698 -44%
BHPW
44
Beverly Hills Private Wealth
California
$4.48M +$4.43M +87,856 New
NA
45
NewEdge Advisors
Louisiana
$4.45M +$4.02M +79,798 +1,065%
CWM
46
Cornerstone Wealth Management
Missouri
$4.09M +$302 +6 +0%
Jane Street
47
Jane Street
New York
$3.57M +$1.37M +27,122 +63%
ACG
48
Allen Capital Group
Nebraska
$3.55M -$95.1K -1,887 -3%
HighTower Advisors
49
HighTower Advisors
Illinois
$3.46M +$3.42M +67,885 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$3.12M -$657K -13,034 -18%

JMTG Hedge Fund Activity: Q3 2025 in Review

135 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Mortgage-Backed Securities ETF (JMTG) for Q3 2025, worth a combined $5.3B — up 137% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new JMTG positions and 8 closed out — a net gain of 44 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.34B. The largest seller was Abacus Planning Group, cutting an estimated $13M.

  • 135 institutional investors held JPMorgan Mortgage-Backed Securities ETF (JMTG) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $5.3B of JPMorgan Mortgage-Backed Securities ETF stock for Q3 2025, up 137% quarter-over-quarter.
  • 52 funds opened new JPMorgan Mortgage-Backed Securities ETF positions in Q3 2025 and 8 closed out, a net change of +44 holders.
  • The largest JPMorgan Mortgage-Backed Securities ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $1.34B added.
  • The largest JPMorgan Mortgage-Backed Securities ETF seller in Q3 2025 was Abacus Planning Group, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2025.