JMTG

JPMorgan Mortgage-Backed Securities ETF

160 hedge funds and large institutions have $5.73B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$4.32M
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$4.15M
UB
53
UMB Bank
Missouri
$3.79M
CPBTD
54
Central Pacific Bank - Trust Division
Hawaii
$3.53M
ACG
55
Allen Capital Group
Nebraska
$3.43M
HighTower Advisors
56
HighTower Advisors
Illinois
$3.3M
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$3.25M
Mariner
58
Mariner
Kansas
$2.87M
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$2.65M
CL
60
Choreo LLC
Illinois
$2.53M
AFC
61
Avise Financial Cooperative
California
$2.42M
IBOK
62
Independence Bank of Kentucky
Kentucky
$2.42M
ETS
63
ESL Trust Services
New York
$2.36M
PAG
64
Private Advisor Group
New Jersey
$2.36M
GGS
65
Galvin Gaustad & Stein
Arizona
$2.21M
FNBOO
66
First National Bank of Omaha
Nebraska
$2.08M
TIM
67
Tortoise Investment Management
New York
$1.97M
SPC
68
Sigma Planning Corp
Michigan
$1.96M
Truist Financial
69
Truist Financial
North Carolina
$1.93M
GRP
70
Global Retirement Partners
California
$1.85M
DC
71
Davenport & Co
Virginia
$1.7M
KP
72
Keel Point
Alabama
$1.65M
WWM
73
Western Wealth Management
Colorado
$1.51M
DWT
74
Dorsey & Whitney Trust
South Dakota
$1.45M
YWS
75
Yarger Wealth Strategies
Ohio
$1.32M