JMTG

JPMorgan Mortgage-Backed Securities ETF

129 hedge funds and large institutions have $5.22B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

16% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 37

Holders
129
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.36B
2 +$733M
3 +$290M
4
M&T Bank
M&T Bank
New York
+$233M
5
B
Bailard
California
+$66.3M

Top Sellers

1 -$13.2M
2 -$3.55M
3 -$3.27M
4
LPL Financial
LPL Financial
California
-$2.33M
5
Wells Fargo
Wells Fargo
California
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$2.74M
CAC
52
Certified Advisory Corp
Florida
$2.69M
IBOK
53
Independence Bank of Kentucky
Kentucky
$2.66M
CL
54
Choreo LLC
Illinois
$2.53M
PAG
55
Private Advisor Group
New Jersey
$2.31M
ETS
56
ESL Trust Services
New York
$2.21M
Creative Planning
57
Creative Planning
Kansas
$2.2M
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$2.17M
FNBOO
59
First National Bank of Omaha
Nebraska
$2.14M
SPC
60
Sigma Planning Corp
Michigan
$1.87M
Truist Financial
61
Truist Financial
North Carolina
$1.85M
DC
62
Davenport & Co
Virginia
$1.66M
YWS
63
Yarger Wealth Strategies
Ohio
$1.52M
CWM
64
Cadence Wealth Management
Massachusetts
$1.51M
BPA
65
Beacon Pointe Advisors
California
$1.4M
WWM
66
Western Wealth Management
Colorado
$1.4M
DWT
67
Dorsey & Whitney Trust
South Dakota
$1.34M
PA
68
PFG Advisors
Arizona
$1.24M
PJSIMP
69
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.21M
AF
70
Alerus Financial
North Dakota
$1.2M
DPI
71
Diversified Portfolios Inc
Michigan
$1.15M
P
72
&Partners
Tennessee
$779K
NFG
73
Nations Financial Group
Iowa
$697K
MCM
74
MAI Capital Management
Ohio
$668K
DADC
75
D.A. Davidson & Co
Montana
$656K