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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 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

6% more capital invested

Capital invested by funds: $5.97B → $6.3B (+$334M)

3.16% more ownership

Funds ownership: 93.12%96.28% (+3.2%)

2% more funds holding

Funds holding: 165169 (+4)

Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
2.08%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
21
Increased
70
Reduced
45
Closed
13
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 +$219K +4,272 +4%
IWC
52
Integrated Wealth Concepts
Massachusetts
$5.8M -$39.3K -768 -0.7%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$5.47M +$5.5M +107,265 New
Osaic Holdings
54
Osaic Holdings
Arizona
$5.18M -$2.08M -40,588 -29%
WETS
55
Wealth Enhancement Trust Services
South Dakota
$5.02M +$11.4K +222 +0.2%
BAS
56
Breakthru Advisory Services
Wisconsin
$4.65M +$49.2K +961 +1%
CWM
57
Cornerstone Wealth Management
Missouri
$4.4M +$88.7K +1,732 +2%
FI
58
FinArc Investments
Massachusetts
$4.16M +$4.18M +81,584 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$3.76M -$742K -14,484 -16%
UB
60
UMB Bank
Missouri
$3.71M -$81K -1,582 -2%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$3.58M +$335K +6,549 +10%
HighTower Advisors
62
HighTower Advisors
Illinois
$3.45M +$154K +3,000 +5%
GGS
63
Galvin Gaustad & Stein
Arizona
$3.44M +$1.24M +24,218 +56%
ACG
64
Allen Capital Group
Nebraska
$3.29M -$135K -2,636 -4%
NA
65
NewEdge Advisors
Louisiana
$3.11M -$2.06M -40,160 -40%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$2.96M +$313K +6,101 +12%
Mariner
67
Mariner
Kansas
$2.92M +$54.1K +1,057 +2%
ETS
68
ESL Trust Services
New York
$2.76M +$399K +7,795 +17%
CFG
69
Citizens Financial Group
Rhode Island
$2.65M +$2.66M +51,996 New
AFC
70
Avise Financial Cooperative
California
$2.53M +$113K +2,202 +5%
CL
71
Choreo LLC
Illinois
$2.51M -$13.3K -259 -0.5%
IBOK
72
Independence Bank of Kentucky
Kentucky
$2.29M -$124K -2,412 -5%
PAG
73
Private Advisor Group
New Jersey
$2.21M -$150K -2,929 -6%
FNBOO
74
First National Bank of Omaha
Nebraska
$2.01M -$70.5K -1,376 -3%
PA
75
Perennial Advisors
New York
$1.89M +$1.9M +37,106 New