JMTG

JPMorgan Mortgage-Backed Securities ETF

134 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 51 funds opening new positions, 33 increasing their positions, 38 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:

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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 +$1.34B
2 +$725M
3 +$286M
4
M&T Bank
M&T Bank
New York
+$230M
5
B
Bailard
California
+$65.5M

Top Sellers

1 -$13M
2 -$3.51M
3 -$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
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.75M
Mariner
53
Mariner
Kansas
$2.74M
CAC
54
Certified Advisory Corp
Florida
$2.69M
IBOK
55
Independence Bank of Kentucky
Kentucky
$2.66M
KP
56
Keel Point
Alabama
$2.57M
CL
57
Choreo LLC
Illinois
$2.53M
PAG
58
Private Advisor Group
New Jersey
$2.31M
ETS
59
ESL Trust Services
New York
$2.21M
Creative Planning
60
Creative Planning
Kansas
$2.2M
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$2.17M
FNBOO
62
First National Bank of Omaha
Nebraska
$2.14M
SPC
63
Sigma Planning Corp
Michigan
$1.87M
Truist Financial
64
Truist Financial
North Carolina
$1.85M
DC
65
Davenport & Co
Virginia
$1.66M
YWS
66
Yarger Wealth Strategies
Ohio
$1.52M
CWM
67
Cadence Wealth Management
Massachusetts
$1.51M
BPA
68
Beacon Pointe Advisors
California
$1.4M
WWM
69
Western Wealth Management
Colorado
$1.4M
DWT
70
Dorsey & Whitney Trust
South Dakota
$1.34M
PA
71
PFG Advisors
Arizona
$1.24M
PJSIMP
72
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.21M
AF
73
Alerus Financial
North Dakota
$1.2M
DPI
74
Diversified Portfolios Inc
Michigan
$1.15M
P
75
&Partners
Tennessee
$779K