JMTG

JPMorgan Mortgage-Backed Securities ETF

94 hedge funds and large institutions have $2.22B 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
Holders Change %
% of All Funds
Holding in Top 10
8
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 +$543M
2 +$387M
3 +$235M
4
Ameriprise
Ameriprise
Minnesota
+$176M
5
HC
Hamilton Capital
Ohio
+$152M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$855K
NFG
52
Nations Financial Group
Iowa
$736K
AWM
53
AAF Wealth Management
Massachusetts
$631K
P
54
&Partners
Tennessee
$609K
DPI
55
Diversified Portfolios Inc
Michigan
$589K
GF
56
Gries Financial
Ohio
$580K
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$561K
WIA
58
World Investment Advisors
California
$521K
STA
59
Summit Trail Advisors
New York
$518K
AWS
60
Atria Wealth Solutions
New York
$495K
SC
61
Savant Capital
Illinois
$422K
NA
62
NewEdge Advisors
Louisiana
$376K
GLA
63
Good Life Advisors
Pennsylvania
$279K
SWP
64
Stratos Wealth Partners
Ohio
$256K
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$247K
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$210K
AA
67
Ancora Advisors
Ohio
$93.6K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$92K
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$87.8K
MSWA
70
Marshall & Sterling Wealth Advisors
New York
$80.5K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$51.4K
EWM
72
Evolution Wealth Management
Florida
$49.8K
SPIA
73
Steward Partners Investment Advisory
New York
$46.5K
AWM
74
AE Wealth Management
Kansas
$34K
SRCM
75
Signature Resources Capital Management
California
$32.8K