JMTG

JPMorgan Mortgage-Backed Securities ETF
JMTG

Overview Fund Activity

94 hedge funds and large institutions have $2.2B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+94
Holders Change %
–
% of All Funds
1.26%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
94
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$543M
2
NP
NorthRock Partners
Minnesota
+$387M
3
LPL Financial
LPL Financial
California
+$235M
4
Ameriprise
Ameriprise
Minnesota
+$176M
5
HC
Hamilton Capital
Ohio
+$152M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
51
Nations Financial Group
Iowa
$736K +$736K +14,673 New
AWM
52
AAF Wealth Management
Massachusetts
$631K +$631K +12,577 New
P
53
&Partners
Tennessee
$609K +$609K +12,134 New
DPI
54
Diversified Portfolios Inc
Michigan
$589K +$589K +11,731 New
GF
55
Gries Financial
Ohio
$580K +$580K +11,551 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$561K +$561K +11,172 New
WIA
57
World Investment Advisors
California
$521K +$521K +10,376 New
STA
58
Summit Trail Advisors
New York
$518K +$518K +10,326 New
AWS
59
Atria Wealth Solutions
New York
$495K +$495K +9,869 New
SC
60
Savant Capital
Illinois
$422K +$422K +8,401 New
Osaic Holdings
61
Osaic Holdings
Arizona
$397K +$397K +7,915 New
NA
62
NewEdge Advisors
Louisiana
$376K +$376K +7,492 New
GLA
63
Good Life Advisors
Pennsylvania
$279K +$279K +5,553 New
SWP
64
Stratos Wealth Partners
Ohio
$256K +$256K +5,095 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$247K +$247K +4,922 New
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$210K +$210K +4,176 New
AA
67
Ancora Advisors
Ohio
$93.6K +$93.6K +1,864 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$92K +$92K +1,827 New
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$87.8K +$87.8K +1,748 New
MSWA
70
Marshall & Sterling Wealth Advisors
New York
$80.5K +$80.5K +1,603 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$51.4K +$51.4K +1,025 New
EWM
72
Evolution Wealth Management
Florida
$49.8K +$49.8K +992 New
SPIA
73
Steward Partners Investment Advisory
New York
$46.5K +$46.5K +927 New
AWM
74
AE Wealth Management
Kansas
$34K +$34K +678 New
SRCM
75
Signature Resources Capital Management
California
$32.8K +$32.8K +653 New
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