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JMTG

JPMorgan Mortgage-Backed Securities ETF
JMTG

135 hedge funds and large institutions have $5.3B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

137% more capital invested

Capital invested by funds: $2.23B → $5.3B (+$3.06B)

88.54% more ownership

Funds ownership: 0% → 88.54% (+89%)

41% more funds holding

Funds holding: 96 → 135 (+39)

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
135
Holders Change
+39
Holders Change %
+40.63%
% of All Funds
1.77%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
52
Increased
33
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.34B
2
Bank of America
Bank of America
North Carolina
+$725M
3
Morgan Stanley
Morgan Stanley
New York
+$286M
4
M&T Bank
M&T Bank
New York
+$230M
5
B
Bailard
California
+$65.5M

Top Sellers

Rank Fund Capital Flow
1
APG
Abacus Planning Group
South Carolina
-$13M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.51M
3
CFG
Citizens Financial Group
Rhode Island
-$3.27M
4
LPL Financial
LPL Financial
California
-$2.3M
5
Wells Fargo
Wells Fargo
California
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$3.07M +$3.03M +60,103 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.75M +$2.72M +53,973 New
Mariner
53
Mariner
Kansas
$2.74M +$785K +15,583 +41%
CAC
54
Certified Advisory Corp
Florida
$2.69M +$2.66M +52,699 New
IBOK
55
Independence Bank of Kentucky
Kentucky
$2.66M +$2.63M +52,221 New
KP
56
Keel Point
Alabama
$2.57M +$424K +8,407 +20%
CL
57
Choreo LLC
Illinois
$2.53M -$48.9K -970 -2%
PAG
58
Private Advisor Group
New Jersey
$2.31M -$142K -2,823 -6%
ETS
59
ESL Trust Services
New York
$2.21M -$3.17K -63 -0.1%
Creative Planning
60
Creative Planning
Kansas
$2.2M +$1.32M +26,160 +154%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$2.17M -$505K -10,016 -19%
FNBOO
62
First National Bank of Omaha
Nebraska
$2.14M -$28.3K -562 -1%
SPC
63
Sigma Planning Corp
Michigan
$1.87M +$1.85M +36,623 New
Truist Financial
64
Truist Financial
North Carolina
$1.85M -$151K -3,004 -8%
DC
65
Davenport & Co
Virginia
$1.66M -$31.6K -627 -2%
YWS
66
Yarger Wealth Strategies
Ohio
$1.52M -$247K -4,896 -14%
CWM
67
Cadence Wealth Management
Massachusetts
$1.51M -$376K -7,462 -20%
BPA
68
Beacon Pointe Advisors
California
$1.4M +$159K +3,155 +13%
WWM
69
Western Wealth Management
Colorado
$1.4M -$269K -5,343 -16%
DWT
70
Dorsey & Whitney Trust
South Dakota
$1.34M +$1.32M +26,184 New
PA
71
PFG Advisors
Arizona
$1.24M -$9.57K -190 -0.8%
PJSIMP
72
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.21M -$75.2K -1,493 -6%
AF
73
Alerus Financial
North Dakota
$1.2M +$1.18M +23,500 New
DPI
74
Diversified Portfolios Inc
Michigan
$1.15M +$541K +10,742 +92%
P
75
&Partners
Tennessee
$779K +$158K +3,137 +26%
1 2
3
4 5

JMTG Hedge Fund Activity: Q3 2025 in Review

135 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Mortgage-Backed Securities ETF (JMTG) for Q3 2025, worth a combined $5.3B — up 137% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new JMTG positions and 8 closed out — a net gain of 44 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.34B. The largest seller was Abacus Planning Group, cutting an estimated $13M.

  • 135 institutional investors held JPMorgan Mortgage-Backed Securities ETF (JMTG) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $5.3B of JPMorgan Mortgage-Backed Securities ETF stock for Q3 2025, up 137% quarter-over-quarter.
  • 52 funds opened new JPMorgan Mortgage-Backed Securities ETF positions in Q3 2025 and 8 closed out, a net change of +44 holders.
  • The largest JPMorgan Mortgage-Backed Securities ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $1.34B added.
  • The largest JPMorgan Mortgage-Backed Securities ETF seller in Q3 2025 was Abacus Planning Group, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2025.