JMTG

JPMorgan Mortgage-Backed Securities ETF

133 hedge funds and large institutions have $5.24B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 8 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)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

Holders
133
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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$2.75M
Mariner
52
Mariner
Kansas
$2.74M
CAC
53
Certified Advisory Corp
Florida
$2.69M
IBOK
54
Independence Bank of Kentucky
Kentucky
$2.66M
KP
55
Keel Point
Alabama
$2.57M
CL
56
Choreo LLC
Illinois
$2.53M
PAG
57
Private Advisor Group
New Jersey
$2.31M
ETS
58
ESL Trust Services
New York
$2.21M
Creative Planning
59
Creative Planning
Kansas
$2.2M
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$2.17M
FNBOO
61
First National Bank of Omaha
Nebraska
$2.14M
SPC
62
Sigma Planning Corp
Michigan
$1.87M
Truist Financial
63
Truist Financial
North Carolina
$1.85M
DC
64
Davenport & Co
Virginia
$1.66M
YWS
65
Yarger Wealth Strategies
Ohio
$1.52M
CWM
66
Cadence Wealth Management
Massachusetts
$1.51M
BPA
67
Beacon Pointe Advisors
California
$1.4M
WWM
68
Western Wealth Management
Colorado
$1.4M
DWT
69
Dorsey & Whitney Trust
South Dakota
$1.34M
PA
70
PFG Advisors
Arizona
$1.24M
PJSIMP
71
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.21M
AF
72
Alerus Financial
North Dakota
$1.2M
DPI
73
Diversified Portfolios Inc
Michigan
$1.15M
P
74
&Partners
Tennessee
$779K
NFG
75
Nations Financial Group
Iowa
$697K