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JMTG

JPMorgan Mortgage-Backed Securities ETF

165 hedge funds and large institutions have $5.97B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

22% more funds holding

Funds holding: 135165 (+30)

13% more capital invested

Capital invested by funds: $5.3B → $5.97B (+$672M)

4.58% more ownership

Funds ownership: 88.54%93.12% (+4.6%)

Holders
165
Holders Change
+30
Holders Change %
+22.22%
% of All Funds
2.01%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
46
Increased
63
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WETS
51
Wealth Enhancement Trust Services
South Dakota
$5.01M +$5.02M +98,117 New
BAS
52
Breakthru Advisory Services
Wisconsin
$4.61M -$365K -7,134 -7%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$4.51M -$18.1K -353 -0.4%
CWM
54
Cornerstone Wealth Management
Missouri
$4.32M +$227K +4,440 +6%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$4.15M +$4.16M +81,212 New
UB
56
UMB Bank
Missouri
$3.79M +$3.8M +74,260 New
CPBTD
57
Central Pacific Bank - Trust Division
Hawaii
$3.53M +$3.53M +69,050 New
ACG
58
Allen Capital Group
Nebraska
$3.43M -$125K -2,450 -4%
HighTower Advisors
59
HighTower Advisors
Illinois
$3.3M -$170K -3,325 -5%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$3.25M +$125K +2,435 +4%
Mariner
61
Mariner
Kansas
$2.87M +$131K +2,562 +5%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$2.65M -$104K -2,037 -4%
CL
63
Choreo LLC
Illinois
$2.53M -$9.62K -188 -0.4%
AFC
64
Avise Financial Cooperative
California
$2.42M +$2.43M +47,437 New
IBOK
65
Independence Bank of Kentucky
Kentucky
$2.42M -$250K -4,889 -9%
ETS
66
ESL Trust Services
New York
$2.36M +$151K +2,945 +7%
PAG
67
Private Advisor Group
New Jersey
$2.36M +$45.8K +894 +2%
GGS
68
Galvin Gaustad & Stein
Arizona
$2.21M +$2.21M +43,234 New
FNBOO
69
First National Bank of Omaha
Nebraska
$2.08M -$56.7K -1,107 -3%
TIM
70
Tortoise Investment Management
New York
$1.97M +$1.98M +38,660 New
SPC
71
Sigma Planning Corp
Michigan
$1.96M +$85.9K +1,678 +5%
Truist Financial
72
Truist Financial
North Carolina
$1.93M +$77.5K +1,514 +4%
GRP
73
Global Retirement Partners
California
$1.85M +$1.83M +35,833 +8,511%
DC
74
Davenport & Co
Virginia
$1.7M +$42.6K +833 +3%
KP
75
Keel Point
Alabama
$1.65M -$922K -18,023 -36%