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
BPA
76
Beacon Pointe Advisors
California
$1.24M
CH
77
CDKV Holdings
Colorado
$1.18M
DPI
78
Diversified Portfolios Inc
Michigan
$1.17M
KPWS
79
Kestra Private Wealth Services
Texas
$1.14M
PA
80
PFG Advisors
Arizona
$1.09M
PJSIMP
81
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M
CWM
82
Cadence Wealth Management
Massachusetts
$920K
Creative Planning
83
Creative Planning
Kansas
$829K
VT
84
Vise Technologies
New York
$827K
P
85
&Partners
Tennessee
$776K
AI
86
Atria Investments
North Carolina
$756K
AWM
87
AAF Wealth Management
Massachusetts
$660K
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$657K
CWM
89
Centurion Wealth Management
Virginia
$629K
US Bancorp
90
US Bancorp
Minnesota
$592K
NFG
91
Nations Financial Group
Iowa
$578K
CAC
92
Certified Advisory Corp
Florida
$577K
HPM
93
Hudson Portfolio Management
New York
$547K
DADC
94
D.A. Davidson & Co
Montana
$474K
MT
95
Midwest Trust
Kansas
$473K
WP
96
Walleye Partners
Wisconsin
$471K
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$451K
MML Investors Services
98
MML Investors Services
Massachusetts
$440K
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
$436K
STA
100
Summit Trail Advisors
New York
$426K