JMTG

JPMorgan Mortgage-Backed Securities ETF

169 hedge funds and large institutions have $6.3B invested in JPMorgan Mortgage-Backed Securities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$6.17M
IWC
52
Integrated Wealth Concepts
Massachusetts
$5.8M
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$5.47M
Osaic Holdings
54
Osaic Holdings
Arizona
$5.18M
WETS
55
Wealth Enhancement Trust Services
South Dakota
$5.02M
BAS
56
Breakthru Advisory Services
Wisconsin
$4.65M
CWM
57
Cornerstone Wealth Management
Missouri
$4.4M
FII
58
FinArc Investments, Inc.
Massachusetts
$4.16M
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$3.76M
UB
60
UMB Bank
Missouri
$3.71M
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$3.58M
HighTower Advisors
62
HighTower Advisors
Illinois
$3.45M
GGS
63
Galvin Gaustad & Stein
Arizona
$3.44M
ACG
64
Allen Capital Group
Nebraska
$3.29M
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$2.96M
Mariner
66
Mariner
Kansas
$2.92M
ETS
67
ESL Trust Services
New York
$2.76M
CFG
68
Citizens Financial Group
Rhode Island
$2.65M
AFC
69
Avise Financial Cooperative
California
$2.53M
CL
70
Choreo LLC
Illinois
$2.51M
IBOK
71
Independence Bank of Kentucky
Kentucky
$2.29M
PAG
72
Private Advisor Group
New Jersey
$2.21M
FNBOO
73
First National Bank of Omaha
Nebraska
$2.01M
PA
74
Perennial Advisors
New York
$1.89M
Truist Financial
75
Truist Financial
North Carolina
$1.89M