JMTG

JPMorgan Mortgage-Backed Securities ETF

161 hedge funds and large institutions have $5.77B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
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
YWS
76
Yarger Wealth Strategies
Ohio
$1.32M
BPA
77
Beacon Pointe Advisors
California
$1.24M
CH
78
CDKV Holdings
Colorado
$1.18M
DPI
79
Diversified Portfolios Inc
Michigan
$1.17M
KPWS
80
Kestra Private Wealth Services
Texas
$1.14M
PA
81
PFG Advisors
Arizona
$1.09M
PJSIMP
82
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M
CWM
83
Cadence Wealth Management
Massachusetts
$920K
Creative Planning
84
Creative Planning
Kansas
$829K
VT
85
Vise Technologies
New York
$827K
P
86
&Partners
Tennessee
$776K
AI
87
Atria Investments
North Carolina
$756K
Corient Private Wealth
88
Corient Private Wealth
Florida
$688K
AWM
89
AAF Wealth Management
Massachusetts
$660K
JFGIW
90
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$657K
CWM
91
Centurion Wealth Management
Virginia
$629K
US Bancorp
92
US Bancorp
Minnesota
$592K
NFG
93
Nations Financial Group
Iowa
$578K
CAC
94
Certified Advisory Corp
Florida
$577K
HPM
95
Hudson Portfolio Management
New York
$547K
DADC
96
D.A. Davidson & Co
Montana
$474K
MT
97
Midwest Trust
Kansas
$473K
WP
98
Walleye Partners
Wisconsin
$471K
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$451K
MML Investors Services
100
MML Investors Services
Massachusetts
$440K