JMTG

JPMorgan Mortgage-Backed Securities ETF

132 hedge funds and large institutions have $5.23B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 9 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:

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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 +$1.36B
2 +$733M
3 +$290M
4
M&T Bank
M&T Bank
New York
+$233M
5
B
Bailard
California
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$2.74M
CAC
52
Certified Advisory Corp
Florida
$2.69M
IBOK
53
Independence Bank of Kentucky
Kentucky
$2.66M
KP
54
Keel Point
Alabama
$2.57M
CL
55
Choreo LLC
Illinois
$2.53M
PAG
56
Private Advisor Group
New Jersey
$2.31M
ETS
57
ESL Trust Services
New York
$2.21M
Creative Planning
58
Creative Planning
Kansas
$2.2M
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$2.17M
FNBOO
60
First National Bank of Omaha
Nebraska
$2.14M
SPC
61
Sigma Planning Corp
Michigan
$1.87M
Truist Financial
62
Truist Financial
North Carolina
$1.85M
DC
63
Davenport & Co
Virginia
$1.66M
YWS
64
Yarger Wealth Strategies
Ohio
$1.52M
CWM
65
Cadence Wealth Management
Massachusetts
$1.51M
BPA
66
Beacon Pointe Advisors
California
$1.4M
WWM
67
Western Wealth Management
Colorado
$1.4M
DWT
68
Dorsey & Whitney Trust
South Dakota
$1.34M
PA
69
PFG Advisors
Arizona
$1.24M
PJSIMP
70
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.21M
AF
71
Alerus Financial
North Dakota
$1.2M
DPI
72
Diversified Portfolios Inc
Michigan
$1.15M
P
73
&Partners
Tennessee
$779K
NFG
74
Nations Financial Group
Iowa
$697K
MCM
75
MAI Capital Management
Ohio
$668K