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JMTG

JPMorgan Mortgage-Backed Securities ETF
JMTG

96 hedge funds and large institutions have $2.23B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+96
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
96
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
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 		Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$1.22M +$1.22M +24,392 New
JWCA
52
J.W. Coons Advisors
Ohio
$871K +$871K +17,355 New
Creative Planning
53
Creative Planning
Kansas
$855K +$855K +17,028 New
NFG
54
Nations Financial Group
Iowa
$736K +$736K +14,673 New
AWM
55
AAF Wealth Management
Massachusetts
$631K +$631K +12,577 New
P
56
&Partners
Tennessee
$609K +$609K +12,134 New
DPI
57
Diversified Portfolios Inc
Michigan
$589K +$589K +11,731 New
GF
58
Gries Financial
Ohio
$580K +$580K +11,551 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$561K +$561K +11,172 New
WIA
60
World Investment Advisors
California
$521K +$521K +10,376 New
STA
61
Summit Trail Advisors
New York
$518K +$518K +10,326 New
AWS
62
Atria Wealth Solutions
New York
$495K +$495K +9,869 New
SC
63
Savant Capital
Illinois
$422K +$422K +8,401 New
NA
64
NewEdge Advisors
Louisiana
$376K +$376K +7,492 New
GLA
65
Good Life Advisors
Pennsylvania
$279K +$279K +5,553 New
SWP
66
Stratos Wealth Partners
Ohio
$256K +$256K +5,095 New
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$247K +$247K +4,922 New
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$210K +$210K +4,176 New
AA
69
Ancora Advisors
Ohio
$93.6K +$93.6K +1,864 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$92K +$91.7K +1,827 New
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$87.8K +$87.7K +1,748 New
MSWA
72
Marshall & Sterling Wealth Advisors
New York
$80.5K +$80.5K +1,603 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$51.4K +$51.4K +1,025 New
EWM
74
Evolution Wealth Management
Florida
$49.8K +$49.8K +992 New
SPIA
75
Steward Partners Investment Advisory
New York
$46.5K +$46.5K +927 New
1 2
3
4

JMTG Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Mortgage-Backed Securities ETF (JMTG) for Q2 2025, worth a combined $2.23B.

Buyers outnumbered sellers: 96 funds opened new JMTG positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $543M.

  • 96 institutional investors held JPMorgan Mortgage-Backed Securities ETF (JMTG) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $2.23B of JPMorgan Mortgage-Backed Securities ETF stock for Q2 2025.
  • 96 funds opened new JPMorgan Mortgage-Backed Securities ETF positions in Q2 2025 and 0 closed out, a net change of +96 holders.
  • The largest JPMorgan Mortgage-Backed Securities ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $543M added.

Based on aggregated 13F filings for Q2 2025.