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JMTG

JPMorgan Mortgage-Backed Securities ETF

165 hedge funds and large institutions have $5.97B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

22% more funds holding

Funds holding: 135165 (+30)

13% more capital invested

Capital invested by funds: $5.3B → $5.97B (+$672M)

4.58% more ownership

Funds ownership: 88.54%93.12% (+4.6%)

Holders
165
Holders Change
+30
Holders Change %
+22.22%
% of All Funds
2.01%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
46
Increased
63
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
26
First National Bank Sioux Falls
South Dakota
$29.7M +$424K +8,292 +1%
APG
27
Abacus Planning Group
South Carolina
$28M -$6.05M -118,216 -18%
BWP
28
BlueStem Wealth Partners
Minnesota
$27.5M +$27.5M +537,942 New
CRC
29
Curi RMB Capital
Illinois
$25.9M +$711K +13,893 +3%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$25.9M +$25.6M +500,218 +11,241%
SA
31
Sanctuary Advisors
Indiana
$25.2M +$8.36M +163,280 +49%
Wells Fargo
32
Wells Fargo
California
$24.7M +$3.89M +75,981 +19%
FTC
33
Farmers Trust Company
Ohio
$24.1M +$24.2M +471,897 New
CWA
34
Choice Wealth Advisors
Maine
$16.1M +$190K +3,703 +1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$16M +$13.8M +270,547 +636%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$15.9M +$3.26M +63,764 +26%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$15.6M +$1.07M +20,846 +7%
MWM
38
Modern Wealth Management
Kansas
$14.2M +$67.8K +1,325 +0.5%
HAG
39
HighPoint Advisor Group
Illinois
$13.7M +$13.8M +268,864 New
UBS Group
40
UBS Group
Switzerland
$12.9M -$1.15M -22,423 -8%
T
41
TrustBank
Illinois
$12.8M +$12.9M +251,592 New
Stifel Financial
42
Stifel Financial
Missouri
$12.6M +$546K +10,659 +5%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$11.6M +$2.35M +45,879 +25%
SIM
44
SSI Investment Management
California
$7.95M +$7.97M +155,741 New
Osaic Holdings
45
Osaic Holdings
Arizona
$7.26M -$6.38M -124,596 -47%
EH
46
Equitable Holdings
New York
$7.13M +$1.86M +36,321 +35%
BHPW
47
Beverly Hills Private Wealth
California
$6.89M +$2.41M +47,065 +54%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$5.96M +$1.34M +26,141 +29%
IWC
49
Integrated Wealth Concepts
Massachusetts
$5.85M +$116K +2,261 +2%
NA
50
NewEdge Advisors
Louisiana
$5.16M +$708K +13,826 +16%