JMTG

JPMorgan Mortgage-Backed Securities ETF

161 hedge funds and large institutions have $5.77B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$4.51M
CWM
52
Cornerstone Wealth Management
Missouri
$4.32M
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$4.15M
UB
54
UMB Bank
Missouri
$3.79M
CPBTD
55
Central Pacific Bank - Trust Division
Hawaii
$3.53M
ACG
56
Allen Capital Group
Nebraska
$3.43M
HighTower Advisors
57
HighTower Advisors
Illinois
$3.3M
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$3.25M
Mariner
59
Mariner
Kansas
$2.87M
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$2.65M
CL
61
Choreo LLC
Illinois
$2.53M
AFC
62
Avise Financial Cooperative
California
$2.42M
IBOK
63
Independence Bank of Kentucky
Kentucky
$2.42M
ETS
64
ESL Trust Services
New York
$2.36M
PAG
65
Private Advisor Group
New Jersey
$2.36M
GGS
66
Galvin Gaustad & Stein
Arizona
$2.21M
FNBOO
67
First National Bank of Omaha
Nebraska
$2.08M
TIM
68
Tortoise Investment Management
New York
$1.97M
SPC
69
Sigma Planning Corp
Michigan
$1.96M
Truist Financial
70
Truist Financial
North Carolina
$1.93M
GRP
71
Global Retirement Partners
California
$1.85M
DC
72
Davenport & Co
Virginia
$1.7M
KP
73
Keel Point
Alabama
$1.65M
WWM
74
Western Wealth Management
Colorado
$1.51M
DWT
75
Dorsey & Whitney Trust
South Dakota
$1.45M