JMTG

JPMorgan Mortgage-Backed Securities ETF

169 hedge funds and large institutions have $6.3B invested in JPMorgan Mortgage-Backed Securities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
SPC
76
Sigma Planning Corp
Michigan
$1.71M
DPI
77
Diversified Portfolios Inc
Michigan
$1.65M
WWM
78
Western Wealth Management
Colorado
$1.64M
Jane Street
79
Jane Street
New York
$1.63M
DC
80
Davenport & Co
Virginia
$1.63M
KPWS
81
Kestra Private Wealth Services
Texas
$1.61M
DWT
82
Dorsey & Whitney Trust
South Dakota
$1.45M
CH
83
CDKV Holdings
Colorado
$1.18M
YWS
84
Yarger Wealth Strategies
Ohio
$1.11M
BPA
85
Beacon Pointe Advisors
California
$1.11M
PA
86
PFG Advisors
Arizona
$1.09M
PJSIMP
87
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M
CWM
88
Centurion Wealth Management
Virginia
$963K
HPM
89
Hudson Portfolio Management
New York
$940K
AI
90
Atria Investments
North Carolina
$929K
Creative Planning
91
Creative Planning
Kansas
$837K
VT
92
Vise Technologies
New York
$827K
JFGIW
93
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$746K
CWM
94
Cadence Wealth Management
Massachusetts
$711K
CIA
95
Concurrent Investment Advisors
Florida
$672K
AWM
96
AAF Wealth Management
Massachusetts
$664K
CAC
97
Certified Advisory Corp
Florida
$589K
NFG
98
Nations Financial Group
Iowa
$519K
ASN
99
Advisory Services Network
Georgia
$505K
DADC
100
D.A. Davidson & Co
Montana
$474K